PANC 2020: Building a Team—and a Culture—in a Virtual Environment
Advisers share tips on how to work effectively from home during the pandemic.
Tag: coronavirus
FinFit Creates Savings Account With Employer Match
Employers can match up to 100% of employees’ contributions.
Advisers’ New Challenge Is Helping Investors Navigate Volatility
On the heels of a 12-year bull market, investors unrealistically still expect outsized returns, Natixis finds.
Cover Story
Investing Against COVID-19
The varying routes three fund managers take to fight the pandemic for investors.
Winners’ Circle
Three Who Lead the Way
Past Retirement Plan Advisers of the Year discuss participant services.
Practice Management
Prospecting in Turbulent Times
Surprisingly, it may be a good time to win new clients.
Massive Teacher Retirements Could Hurt Pensions
It would increase public pension plans’ required contributions and result in lower contributions by members.
SEC Staff: COVID-19 Creates New Compliance Considerations
Market volatility related to COVID-19 may have heightened the risk of misconduct in various areas that the SEC staff believes merit additional attention from advisers and compliance professionals.
Nearly Two-Thirds of Americans Don’t Have Emergency Savings to Last Six Months
More than half of Americans are earning half or less than half of their pre-pandemic income, and 31% have lost their entire income, a FlexJobs and Prudential survey...
Retirement Investors Saw Record Rebound in Q2
Fidelity reports that the average 401(k) plan balance was up 14% between the start of April and the end of June.
John Hancock to Waive Recordkeeping Fees in Q121
The break will apply to 401(k) plans that sign up with the company between August 1 and December 31, 2020.
Nationwide to Waive Fees for Eligible Retirement Plans
The goal is to help sponsors address COVID-19’s impact.
Four Things to Know About Changes to Employer Contributions
Advisers can play an important role in helping plan sponsors understand the options available to them, as well as the...
Unemployed Older Workers at Risk of Involuntary Retirement
Retirement Equity Lab says if these exits continue, they will increase old-age poverty and worsen the recession.
CARES Act Withdrawals From TSP Averaged $26,270
The nearly 4,000 withdrawals totaled almost $100 million.
‘Super Savers’ Remain Confident Despite COVID-19 Market Volatility
But those who fall short on saving are experiencing financial stress.
Market Risk Remains Participants’ Biggest Concern
American Century surveyed retirement plan participants at the outset of the pandemic, when market volatility was extreme.
Despite COVID-19, Asset and Wealth Management Deals Surge
Two deals, by Morgan Stanley and Franklin Templeton, stand out, according to PwC.
Doll Says Recession Will Be Deepest Since WWII
But the chief equity strategist at Nuveen expects it to be short-lived.