Tag: Defined contribution
PCIA’s Take on Retirement Adviser Industry M&A, Wealth Trends
Emerging market realities continue to strengthen the ties between retirement plan advisory services and individual wealth management, as evidenced by...
Upcoming Webinar: ESG and ERISA Plans
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...
EBRI Data Spotlights Pernicious Savings Gaps by Race, Ethnicity
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.
$35 Trillion in Retirement Savings Tells a Tale of Two Economies
Retirement plan balances have never been higher, fresh data from the Investment Company Institute shows, yet many millions of Americans...
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers,...
Portman’s Retirement Will Cap a Career of Retirement Advocacy
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...
As Pandemic Drags On, Don’t Let Clients Forget the Fundamentals
Advisers should watch out for unwitting partial plan terminations tied to layoffs and lasting damage to employees’ retirement readiness caused by hardship withdrawals.
2021 Plan Sponsor of the Year Nominations Are Open
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...
Getting Income Projections Right
Retirement industry practitioners support the provision of mandatory lifetime income disclosures to plan participants, but they also emphasize the importance...
15th Anniversary of RPAY: Pensionmark
Given the firm’s forward-thinking attitude, not all that much has changed since Pensionmark was recognized as the 2013 PLANSPONSOR Multi-Office...
Above and Beyond: The 2020 PLANSPONSOR Plan Sponsors of the Year
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...
15th Anniversary of RPAY: Stace Hilbrant
The 2012 winner of the PLANSPONSOR Retirement Plan Adviser of the Year award says more change has happened in the...
Examining Joe Biden’s Retirement Savings Tax Credit Proposal
Experts steeped in the retirement planning industry wonder if the Democratic candidate’s proposed incentives are enough to prompt lower-income workers...
15th Anniversary of RPAY: James Worrell
James Worrell has seen his team expand with more members, assets under management and a new service model since he...
15th Anniversary of RPAY: Rick Wedge
When he won the 2010 Retirement Plan Adviser of the Year award, Rick Wedge’s practice had $300 million in assets...
Where Are They Now? A Mother-Daughter Team at Cafaro Greenleaf
Dorann Cafaro, one of the earliest winners of the Retirement Plan Adviser of the Year award, has retired from the...
PANC 2019: Unlocking the Retirement Income Dilemma
Sponsors are beginning to be willing to adapt their plans to accommodate retirees' lifetime income needs.
The Retirement Crisis Is a Coverage Crisis
For those workers who are offered a retirement savings plan at work, the U.S. retirement system functions pretty well; solutions...