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ProcessUnity Expands Adviser Support Services
Updated sales and compliance support capabilities from ProcessUnity now link directly with Salesforce.
Goldman Sachs Unveils Retirement Share Class
R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.
Interest Rates Improved Q2 Funding Ratios
Movement in the effective interest rate decreased pension plan liabilities sharply during the second quarter of 2015.
Retirement Industry People Moves
Jamie Ohl leaves Edward Jones for Lincoln Financial Group; Daniel Caffrey joins The Retirement Advantage; Barbra A. Byington and Christopher Jarmush receive promotions at Gallagher Fiduciary Advisors; Brett...
SEC Faces Its Own Debate on Fiduciary Advice Standards
Transcripts from a tough SEC hearing called earlier this month show it's not just the Department of Labor considering changes to the application of the fiduciary standard.
Social Media Support from Fidelity Clearing and Custody
New offerings from Fidelity help advisers shape and expand their online presence.
Employees Rely on Benefits for Financial Preparedness
Employees value their workplace benefits, Guardian finds.
Match Contributions Help Boost Savings and Engagement
Retirement plan advisers can help their plan sponsor clients fully understand the power of the match and how it can boost engagement in the plan, says a Hearts...
TDF Customization Adds Considerable Complexity
We’ve all been told time and again: just because we can do something doesn’t mean we should. It’s a lesson worth particular emphasis for plan sponsors considering custom...
PBGC Proposes Changes to Reporting Requirements
The agency says funding relief prevents it from getting all information it needs to help plans.
Social Security Gains a Year of Solvency
The combined trust fund reserves are still growing and will continue to do so through 2019, the annual Trustees Report says.
Social Security Statements Not Changing Behaviors
Studies reveal that while Social Security benefit statements increase individual’s knowledge of how much they can get and when, it has not changed claiming behavior.
IRS Revises Determination Letter Program
Going forward, individually designed retirement plans may only receive a determination letter for initial plan qualification and for qualification upon plan termination.
SIFMA Comments Support Commission Accounts
Eight comment letters to the DOL address SIFMA’s concerns about the fiduciary redefinition, including what it sees as an unfair position on commission-based accounts.
Are Employers Hindering Retirement Savings Progress?
Researchers suggest taking employers out of the process of offering employees DC retirement plans.
Voya Asks DOL to Ease Up on Fiduciary Rule
The financial firm says the proposal has “unduly complicated” provisions.
Social Security Strategies Look at Angle for Same-Sex Couples
Prudential’s 2012 “Innovative Strategies to Help Maximize Social Security Benefits” has been updated to address concerns for same-sex couples in the wake of the Supreme Court decision.
External IT Updates Its Platform for Microsoft 365
Compliant-ready features have been implemented into External IT’s office suite solution that integrates with Microsoft Office 365.
Pentegra Unveils Retirement Savings Guidance Tool
Pentegra Participant SmartPath generates recommended retirement savings practices to boost outcomes.
Measuring Plan Health Can Boost Retirement Readiness
MassMutual publishes book on improving plan outcomes.