Adviser Group Forecasts Federal, Private Plan “Battle” Over US Retirement System
A government-led plan threatens private 401(k) industry, NAPA head tells national conference. A think tank proponent says the plan focuses...
Tag: 401(k)
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...
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.
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...
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.
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.
Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility
Only 2.5% of DC plan participants halted contributions to their plans in 2022.
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
CEO Dan Houston discusses recent moves furthering the firm's asset management focus.
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.
401(k) Participant Drops Data Breach Suit Against Transamerica
Class action plaintiff complaint files a motion to dismiss the suit against the retirement recordkeeper.
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...
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...
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.
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.
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.
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...
Retirement Industry People Moves
Securian Financial announces promotions, new head of asset management subsidiary; Alerus Financial names new retirement specialist; MassMutual CIO to retire;...
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.
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.
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...