Data & Research
October 26, 2017 Forty-five percent of African-Americans who bring
home $75,000 or more say they feel less than financially secure compared with
just 28% of other Americans in the same income category.
Data & Research
October 18, 2017 Adhering to plan governance and minimizing plan risk are the next priorities.
Practice Management
October 17, 2017 With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say.
Compliance
October 9, 2017 The bill increases limits for retirement plan loans and takes away tax penalties for withdrawals.
Products
September 21, 2017 With the determination letter program gone, Wagner Law Group
is helping plan sponsors remain compliant with the IRS.
Compliance
September 15, 2017 The new relief is in addition to the Form 5500 Annual Return/Report filing relief already provided.
Client Service
August 21, 2017 Providers are redesigning benefits programs to focus on health, financial wellness, job satisfaction and productivity.
Deals & People
August 4, 2017 A former
Great-West Investments president will take the lead at Ascensus, which is
undergoing a structural transformation.
Data & Research
July 24, 2017 Even though many small businesses lack retirement plans, a
study by LPL Financial suggests minor tax adjustments could nudge them in the
right direction.
Client Service
April 21, 2017 TIAA says these strong processes may help explain why fiduciary concerns rank below worries about employee retirement readiness.
Client Service
March 27, 2017 Many folks under 30 are “do-it-for-me” type investors.
Investing
March 7, 2017 Pairing this with higher deferral rates can result in balances as much as 30% higher, the investment firm says.
Compliance
September 1, 2016 A defunct company and its 401(k) plan trustee have been ordered to restore contributions that weren't remitted to the plan as well as interest on contributions.
Client Service
December 17, 2015 Mercer
has outlined key investment issues it says DB plan sponsors should focus on in
the new year.
Investing
October 30, 2015 Fortune 1000 companies with frozen pension plans went
conservative in 2014, while open plans took a bit more risk.
Data & Research
September 29, 2015 Advisers weigh in on market volatility, a possible rate hike by the Fed, the increasing rise of robo-advice and the dumb things investors do.
Deals & People
June 12, 2015 This launch represents the fourth new location for SageView this year.
Deals & People
June 8, 2015 The money manager adds four vice presidents in key territories.
Data & Research
June 4, 2015 What’s your definition of an optimal plan outcome?
Products
June 4, 2015 Through responsive Web design, the TRA website delivers
full functionality and content across multiple devices.