Tag: Defined contribution

The deadline for Adviser of the Year nominations is nearly here! So is the deadline for entries for the Top...

One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces.

From continued coverage of the CARES Act and government stimulus bills to the machinations surrounding the DOL’s fiduciary regulations, some key topics gained outsized attention from readers this...

The past two years have been challenging for institutional investors, but they have also brought about opportunities to address some...

After a year of nuanced challenges, plan sponsors say they are looking to DC plan specialists for a broad spectrum of advice, and they want higher levels of...

Industry leaders say there is simply no question that the events of the past two years have caused a fundamental rethinking within the industry regarding the importance of...

The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.

A new year is starting in less than a month, and with it will come new challenges and opportunities across a changing defined contribution plan landscape.

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions...

As many as one in three workers say they are set to retire or considering leaving their current role in the next 18 months, according to a new...

When PLANADVISER Magazine was founded in fall 2006, the Pension Protection Act had just been passed, and industry professionals were...

For several decades, U.S. workers have been much less active in terms of union participation, and this has had a...

The firms say their new partnership will allow advisers to provide a personalized investing solution to participants in smaller plans.

Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could...

Despite significant progress made in recent years, research suggests millions of working Americans are missing out on the full retirement...

Register now for the October edition of the 2021 Practice Progress webinar series, where we will be looking back over 15 years of adviser industry research, asking how...

If you are an adviser who has successfully integrated health savings account planning and investing into your practice, you may want to speak at our upcoming virtual HSA...

A Principal study finds employer and employee satisfaction levels are higher when plan sponsors work with one recordkeeper.

New survey data from the Transamerica Institute and the Transamerica Center for Retirement Studies underscores the contradictory impacts the coronavirus pandemic has had on Americans’ financial health.