Financial Wellness 360 Expanded for Plan Sponsors
One element of the Financial Wellness 360 program is Lifestyle Benefits, a suite of self-service resources that help employees “address today’s financial challenges and prepare for tomorrow.”
Tag: Advice
PLANADVISER National Conference 2018: Still Time to Register
New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander.
Study Suggests Women Are More Likely to Heed Financial Advice
According to a new MassMutual study, 79% of retired women are receiving professional financial advice, compared to 68% of men.
Advisers Prefer Face-to-Face Meetings with Clients
A mere 12% regularly use video options like Skype and FaceTime.
DISRUPTION: Milliman Upends Retirement Plans Sales and Service Structure in War for Scale
Milliman is still very much a mid-tier recordkeeping provider by scale, ranking 53rd in terms of the total number of plan served and 27th in total assets in custody; this week the firm is launching a new unified sales and service structure in a bid to boost growth and client satisfaction.
Ladenburg Reveals Retirement Plan Consulting Platform
The underlying technology will be provided by Retirement Plan Advisory Group and delivered to advisers with the support of a centralized team of retirement specialist consultants.
In Focus at UBS: Equity Compensation Technology and the Participant Experience
Besides discussing the rollout of UBS One Source, Michael Barry offers some broader ideas about the role of equity compensation and the importance of communicating the value of equity awards to employees.
Helping Employers Sort HSA Facts from Fictions
The health care plan and the health savings account are not the same thing; while the employer has some administrative responsibilities, the HSA belongs wholly to the employee and is portable.
Exciting Announcements About 2018 PLANADVISER National Conference
New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander.
Participants Speak Clearly About Need for DC Account Income Planning
A new report published by Cerulli Associates draws out participant perspectives on the topic of DC plan decumulation, revealing that many of those leaving the work force feel “generally clueless” about how to manage their nest egg.
Second Amended ERISA Complaint Targeting Xerox HR Solutions Tossed by District Court
Considering a second amended complaint much broader than the original, a district court has once again rejected allegations by participants in a Ford Motor Company retirement plan that Xerox HR Solutions, the recordkeeper, violated the Employee Retirement Income Security Act.
LPL Recalibrates Retirement Business for the Long-Term
Bill Beardsley, head of Retirement Partners at LPL, gives his take on the firm’s decision to close the Worksite Financial Solutions program, and on his plans for lasting growth in the DC retirement space.
DISRUPTION: Talking Adviser Recruiting with LPL Leadership
As retirement specialist advisers shift away from commissioned service and towards relationship-based wealth management and plan design consulting, providers of brokerage and investment management services are making their own changes to attract and retain skilled advice professionals—while protecting their own bottom line.
Betterment Settles FINRA Allegations Tied to Bookkeeping Practices
Without admitting guilt or even the facts of the case, Betterment has settled various allegations of improper recordkeeping and "window dressing" leveled by FINRA, to the tune of $400,000.
Competing for Advisers With Tools and Services: Retirement Industry M&A Activity
Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms to restructure their basic approach to sales and service; PLANADVISER hears from Fi360, AssetMark, Cetera Financial and others about their visions for the future.
Advisers Fret Lack of Support and Limited Autonomy
A new survey of advisers published by Schwab Independent Branch Services suggests client-facing staffers are “brimming with entrepreneurial drive,” and as a result they are increasingly drawn to independence.
More Sponsors Search Out Fiduciary Services and Support
When thinking about fiduciary support services and outsourcing, really the important considerations should be about process and time management, more than fiduciary risk transfer.
Reflections on a Dramatic Year for Retirement Plan Regulation
From the unexpected derailment of the DOL fiduciary rule to the expanding debate about so-called ‘open MEPs,’ your plan sponsor clients face a tremendous amount of uncertainty in 2018.
Will Your Plan Sponsor Clients Attend PLANSPONSOR National Conference 2018?
While the conference is quickly approaching, there is still time to sign up. All the information you need is here.
Questis Partners with MX for Data Aggregation
Through the MX partnership, participants with access to the Questis platform can see all of their finances in one place in a clear, organized, visual manner.