Tag: Advice

Since the Department of Labor (DOL) proposed including lifetime income illustrations on retirement plan participant statements, no doubt most in the industry have assumed the information would come...

America’s Best 401k, a retirement services provider specializing in the small and mid-sized market segments, engaged investment advice provider Jemstep to bring online advice solutions to plan clients.

New research from Fidelity Institutional Wealth Services suggests a vast majority of registered investment advisers (RIAs) are simply “accommodating” their retirement plan clients.

A vast majority of Americans report they are worried about health care costs in retirement, but many still substantially underestimate what the expense may be.

The Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI) has consistently found a relationship between the level of participants’ debt and retirement confidence.

Americans’ confidence in their ability to afford a comfortable retirement has recovered somewhat from the record lows of the past five years, according to the 24th annual Retirement...

While most Americans understand the importance of saving for retirement, they have trouble making it a priority.

Retirement plan participants’ savings rate is the most important factor for ensuring successful retirement savings outcomes.

Most American workers spend less time per year managing an individual retirement account (IRA) than it takes to choose a restaurant on a special occasion, according to an...

Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.

A group of 26 members of the U.S. House of Representatives, known as the Congressional Hispanic Caucus, threw its support behind expanded fiduciary rules pending from the Department...

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

More than one-third of employees are not prepared for retirement, says a new survey.

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

Peggy Whitmore joined CAPTRUST Financial Advisors, which provides independent investment management services, as a vice president and financial adviser.

A federal appellate court found a registered investment adviser for two pension plans was not a fiduciary for those plans.

Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...

A new analysis from the LIMRA Secure Retirement Institute shows many older workers have balances left in old employers’ retirement plans that may not be receiving adequate attention.

Insurance and financial services firm Nationwide Financial has integrated LPL Financial LLP’s Worksite Financial Solutions platform into its 401(k) products.

Registered independent adviser and broker/dealer firm United Planners Financial Services says it is enacting staffing and organizational changes to better serve its adviser partners.