We will discuss how asset managers are putting environmental, social and governance investing themes to work. Particular attention will be paid to the regulatory environment and the potential to pursue greater investment returns by seeking out companies with higher ESG ratings.
Tag: Defined contribution
The research organization says its latest analysis provides an important and sobering benchmark as policymakers and employers seek to address inequities in savings across races and ethnicities.
Retirement plan balances have never been higher, fresh data from the Investment Company Institute shows, yet many millions of Americans are unable to participate in the growth.
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers.
With two more years left in what will be his final term in the U.S. Senate, the question now becomes whether Rob Portman can help secure another round of retirement reforms.
Advisers should watch out for unwitting partial plan terminations tied to layoffs and lasting damage to employees’ retirement readiness caused by hardship withdrawals.
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award.
The Plan Sponsor of the Year annual awards program, run by our sister publication PLANSPONSOR, recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success.
Experts steeped in the retirement planning industry wonder if the Democratic candidate’s proposed incentives are enough to prompt lower-income workers to save sufficiently for retirement.
James Worrell has seen his team expand with more members, assets under management and a new service model since he won the Retirement Plan Adviser of the Year award in 2011.
Sponsors are beginning to be willing to adapt their plans to accommodate retirees' lifetime income needs.
Companies that help retirement plan sponsors with investments also provide benefits to their own employees; in some ways, assets managers’ plans resemble the broader marketplace, while in others they stand out.
Principal’s retirement business president offers additional details about the firm’s acquisition of Wells Fargo’s retirement business, while outside analysts reflect on the broader industry implications of two major providers coming together.