In Practice April 3rd, 2023 Why 401(k) Advising Alone Isn’t Enough Retirement plan advisers must speak to a plan sponsor’s full employee experience to compete in the current marketplace, according to...
In Practice March 29th, 2023 Latino-Owned Businesses May Be Poised for 401(k) Plan Growth As state mandates for small businesses take hold, industry players see opportunity in reaching the underserved Latino population.
Data & Research March 29th, 2023 Capital Group: Now is Optimal Time to Sell Retirement Plans An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...
Products March 28th, 2023 The PLANADVISER Interview: Colbert Narcisse, TIAA The product and business development leader discusses the opportunities and challenges of in-plan retirement income annuities in DC plans.
The Markets March 28th, 2023 TDF Assets Fell 14% in ‘22, but Inflows Stayed Strong While market depreciation drove TDFs off a record '21, inflows stayed strong, according to Morningstar.
Data & Research March 22nd, 2023 Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility Only 2.5% of DC plan participants halted contributions to their plans in 2022.
In Practice March 17th, 2023 Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business CEO Dan Houston discusses recent moves furthering the firm's asset management focus.
Client Service March 8th, 2023 Human Interest Targeting 401(k)s for Hourly Workers The low-fee, BlackRock-backed provider sees a retirement savings gap affecting workers in service industries.
Compliance March 7th, 2023 401(k) Participant Drops Data Breach Suit Against Transamerica Class action plaintiff complaint files a motion to dismiss the suit against the retirement recordkeeper.
Products March 1st, 2023 2023 PLANADVISER Adviser Choice Awards PLANADVISER announces winners of its annual Adviser Choice Awards, to be handed out at the 2023 PLANADVISER Industry Leader Awards...
Products February 23rd, 2023 WTW Announces PEP With Eye Toward Increased Plan Outsourcing The global retirement plan advisory is using its expertise with multi-employer plans in the U.K. to the U.S. market as...
Compliance February 17th, 2023 Senator Pushes For Crypto Option in 401(k) Plans Republican Senator Tommy Tuberville reintroduced a bill pushing back on DOL guidance that limits 401(k) providers offering crypto in plans.
The Markets February 16th, 2023 60/40 Portfolio Can Be Improved With Creative Use of Alternatives, Experts Say After stock-and-bond “bloodbath” in 2022, retirement savers may want to rework the old 60/40 return model.
Client Service February 14th, 2023 Bridging the Racial Retirement Gap: A Conversation With Spencer Williams The CEO and president of the Retirement Clearinghouse talks about his decades-long project with Bob Johnson to implement 401(k) auto-portability.
In Practice January 24th, 2023 Savers Want Better Financial Management. How Can Advisers Reach Them? New research shows an opening for advisers to offer wealth management solutions to savers. An expert in adviser communications says...
Deals & People January 13th, 2023 Retirement Industry People Moves Securian Financial announces promotions, new head of asset management subsidiary; Alerus Financial names new retirement specialist; MassMutual CIO to retire;...
Deals & People January 13th, 2023 BlackRock Invests in Small Business 401(k) Provider Human Interest BlackRock’s investment comes on the heels of retirement legislation designed to increase retirement plan coverage by small businesses.
Deals & People January 9th, 2023 Advisory M&A Alera buys Ascent Group, adds $2.8B in AUM; Heffernan snags Utah-based insurer; Marsh McLennan acquires HMS Insurance Associates; and more.
Compliance December 22nd, 2022 SECURE 2.0 Passes Senate as Industry Overwhelmingly Hopes for House Passage The bill, which is awaiting House vote, contains the most popular provisions while also giving time for actors to come...
Data & Research December 20th, 2022 Betterment, Vanguard Find Workers Tapped Retirement Savings in 2022 Workers are increasingly dipping into savings to cover costs that are increasing due to inflation, creating a moment for advisers...