Data & Research June 25th, 2024 Capital Group Names Top Focus Areas for DC Investment Consultants Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for...
Products & Services May 23rd, 2024 Financial Wellness Moves From “Nice to Have” to Table Stakes In the second installment of this quarter's PLANADVISER In-Depth, advisers discuss the crucial role financial wellness programs play both for...
Deals & People March 27th, 2024 Ascensus to Acquire Mutual of Omaha’s 401(k) Business Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.
Products February 5th, 2024 Vanguard Targets ‘Max Savers’ With New Financial Wellness Tool The firm’s Retirement Savings Maximizer provides guidance toward additional tax-advantaged options if a saver is projected to hit the maximum...
Products January 25th, 2024 Fidelity Goes National With 401(k)-to-Income Annuity Offering Fidelity’s Guaranteed Income Direct gives participants the option of converting some or all of their retirement savings into a monthly...
Data & Research December 18th, 2023 Retirement Preparedness by Industry Hospitality, agricultural workers are the least prepared for retirement, according to a Human Interest study.
Data & Research December 7th, 2023 401(k) Loans, Hardship Withdrawals at 2-Year High Both loans and hardship withdrawals have increased to the highest rate since the pandemic, according to Empower’s annual retirement study.
In Practice November 14th, 2023 Adviser Talks: Scott Ciullo on Participant Enrollment The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.
In Practice November 6th, 2023 Adviser Talks: Phil Sherman On Behavioral Finance (Video) Sherman, of Deschutes Investment Consulting, discusses the importance of communication style and language in reaching participants.
In Practice November 1st, 2023 Adviser Talks: Leah Sylvester Discusses Preparing Plan Sponsors for Audits (Video) Sylvester, of Shephard Financial, discusses the importance of tracking the plan design decisionmaking process with clients.
Practice Management November 1st, 2023 Long-Term Participants Create Challenges, Opportunities Participants are staying longer in 401(k) workplace plans. What does that mean for the future of plan advisement?
Perspectives October 26th, 2023 Adviser Talks: Kelli Send Discusses Plan Participant Services (Video) Send, of Francis LLC, discusses the importance of connecting with participants beyond the 401(k) to help with overall financial success.
Products October 19th, 2023 BlackRock Launches Target-Date ETFs Aimed at Self-Directed Retirement Savers The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access.
Data & Research October 17th, 2023 Inflation Is Reshaping Retirement Outlooks, MFS Reports Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
Products & Services October 16th, 2023 Personalizing DC Investing Grows Thanks to Data, Coordination, Panelists Say Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to...
Products October 2nd, 2023 Former DOL Investigator Starts Firm Targeting 401(k) Fraud David Donaldson’s Participant I.D. will offer providers and plan sponsors three-factor identify theft protection.
Data & Research September 25th, 2023 US Retirement Assets Rise for 4th Straight Quarter Through Q2 Defined contribution plans grew at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research...
In Practice September 14th, 2023 How Pennies, Instead of Percents, Can Drive Participant Engagement An adviser and plan sponsor discuss the way simplicity and communication turned around retirement saving fortunes at California’s Bicycle Casino.
Data & Research August 17th, 2023 Fidelity: Auto Default Contribution Rate Hits All-Time High of 4.1% The recordkeeper’s Q2 participant report also finds third-consecutive boost in average retirement account balances on strengthened markets.
Products August 15th, 2023 ADP, Morningstar Launch Managed Accounts for Small Business 401(k)s Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market.