Current Annuities Boom Still Likely Faint for DC-Plan Advisers
Annuity sales are on a tear in 2022, drawing interest, but potentially limited implementation from defined contribution retirement plan advisers...
Tag: Defined contribution
Think Again: When Should Workers Begin Saving for Retirement?
A new study in the Journal of Retirement argues that if one’s goal for retirement saving is to keep their...
Lori Lucas to Depart EBRI CEO Role After 5 Years at the Helm
Lucas will continue in her current role through the end of 2022 and will help the research organization search for and transition to a new leader.
Advice Demand Buoys Optimism About Managed Account Growth
Survey data from Edelman Financial Engines suggest that, among those who spoke with a financial professional during a significant life...
Why a Regional Bank Feels Well-Positioned for Small-Plan Success
‘We, as the fiduciary adviser, can step in and leverage our investment experience and retirement insights to help business owners...
IRS Private Letter Ruling Addresses DB-to-DC Asset Transfer
While it applies only to the immediate case, the IRS’ approval of a transfer of excess assets from a terminating...
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The short answer is that more financial services firms are looking at their wealth management divisions as drivers of growth;...
The New Vesting Schedule Debate
Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry...
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife...
Americans’ Retirement Expectations Remain Fluid
Survey results from WTW show the pandemic has changed the way different age groups set retirement expectations.
2022 PRACTICE PROGRESS Webinar Series: The Latest on Managed Accounts
Sources say managed account programs are poised for continued growth, especially as more firms have announced plans to make them...
The Role of the 401(k) in Today’s Tight Labor Market
Designing a retirement plan that meets the needs of the business—and today’s employees—requires a fresh outlook.
Senate Finance Committee Advances EARN Act
The committee’s unanimous passage of the EARN Act represents another step forward for an ambitious package of retirement planning reforms...
Senators Introduce Bill to Make Auto-Portability Standard
Backers of the new bill say the legislation would cut red tape and help Americans who change jobs frequently keep...
Significant Retirement Bill Moves Forward in Senate
Sources say the Senate HELP Committee’s measure, called the RISE & SHINE Act, is expected to be combined with a...
Hopes Remain High for Ambitious Retirement Legislation
Sources say the ingredients for passing a new round of federal retirement planning reforms are in place, but hurdles remain,...
Higher Labor Costs Spark Benefits Creativity
Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey...
Measuring Shifts in Retirement Plan Appreciation
Survey data shows the COVID-19 pandemic has changed the way workers understand and appreciate both their health care benefits and their retirement planning opportunities in the workplace.
Insurance Executives on the Evolving Retirement Landscape
Leaders at CUNA Mutual Group and Allianz Life speak about the prospects for legislative and regulatory progress in 2022, especially when it comes to the broader distribution of...
MyCTSavings Launch Hailed by State Leaders
Discussing the program’s launch with PLANADVISER, Connecticut Comptroller Natalie Braswell says the goal of the program is straightforward—to help ensure everyone can achieve a financially secure retirement regardless...