Retirement Industry People Moves
Lincoln Financial Group names Vince Garzarella VP; Northern Trust Asset Management names new presidents; Empower promotes Noble to general counsel;...
Tag: defined contribution plans
Passive Mutual Funds Rising, but Won’t Overtake Actives Due to DC Plan “Stronghold”
Passive mutual funds' popularity is growing among investors, but defined contribution retirement plans will help actively managed funds maintain their...
DCIIA Appoints New Head of Retirement Research Center
Pam Hess will take over as executive director of a research center that includes advisory councils staffed with some of...
DCIIA Announces New Adviser Council
The retirement industry association announced three new advisory councils to support advisers, plan sponsors, and institutional consultants.
Publisher’s Note
A Future of ‘Coopetition’
Advisers and providers are starting to bump up against each other in their quest for retiree business.
The Appeal of Guaranteed Lifetime Income Option Is Growing Among Participants
While more participants are looking for a consistent source of income in retirement, they also want the flexibility to change...
Analysis of American Workers Shows Retirement Plan Type Influences Spending Habits
A study of government employees reported that those with defined benefit retirement plans typically spend a higher percentage of their...
Plan Design / Modeling
Previewing Plan Features
A tryout for the client removes any mystery before implementation.
Evolution in Investment Vehicles Presents Opportunity
Experts discussed their views on exchange-traded funds and collective investment trusts as emerging investment options during PLANADVISER’s latest Practice Progress...
Will ETFs Ever Break Into the Retirement Plan Space?
The factors that make exchange-traded funds popular with individual investors and financial advisers might be moot points in most DC...
Educating Participants About Lifetime Income Projections Is Key
Retirement plan advisers and plan sponsors are ramping up support so participants will understand newly implemented projected lifetime income illustrations...
Advisers Have Window to Help Women Strengthen Retirement Readiness
A survey shows that, because of the COVID-19 pandemic, many women feel they are on the wrong track for retirement.
T. Rowe Price Agrees to Settle Proprietary Funds Lawsuit for $7 Million
The lawsuit against T. Rowe Price had accused the firm of filling its retirement investment menu with proprietary funds.
Retirement Plan Advisers Might Help Lessen ERISA Lawsuits by Adding Defensive Provisions
Advisers can assist plan sponsors with mitigating and preventing claims for benefits and other Employee Retirement Income Security Act claims.
Increasing Exposures to Private Equity Boosts Retirement Security
EBRI research shows the impacts on participants’ retirement security of replacing TDF equity exposures with private equity allocations for participants...
DOL Cautions Small Plan Fiduciaries Against Diving Into Private Equity Investments
The agency issued a supplemental statement in response to stakeholder concerns that private equity investments could be inappropriate for small DC plans.
Paper Offers Tips for Incorporating ESG Investing in DC Plans
DCIIA says it aims to provide practical steps consistent with fiduciary obligations.
PLAN DESIGN | Education
A Plan Feature Run Wild
Advisers should tell their clients about the risks of taking plan loans.
15th Anniversary of RPAY: Ellen Lander
Lander says her practice, Renaissance Benefit Advisors Group, thoroughly enjoys its independence.
15th Anniversary of RPAY: Christopher Kulick
In the three years since winning the award, Kulick says his practice has deepened its client relationships while increasing capacity...