Tag: Plan Admin
Advisers Can Break Down Savings Barriers
Having an actual plan makes a big difference to achieving retirement goals, and having an actual adviser makes a big difference in having that plan, research says.
Diversity Can Benefit Investment Committees
Plan investment committees could benefit from a greater diversity in membership, says a new paper from Vanguard.
Look Out, Retirement, the Boomers Are Coming
Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.
Invesco Slices Stable Value for Easy Comparison
The SVAnalyzer was created to evaluate 10 critical factors that can make it difficult to compare one stable value investment with another.
Do You Recommend a Fee Policy Statement?
Fee policy statements are in the early stages, but they can help plan sponsors manage fees and help an adviser show he’s ahead of the curve.
Vanguard Touts Five Ways to Boost Returns
Following best practices can secure an extra 3% in net returns for the clients of advisers, according to Vanguard Advisor.
How to Win in the Micro and Small Markets
A surprising one out of two people with a plan has a headache and needs help to solve it, says Stephen Davis of Guardian Retirement Solutions.
Time for Plans to Open and Say Ahhhh
Everyone knows it’s smart to get physicals on a regular basis. Preventive care helps detect problems before they become a health crisis.
Supermarket Chain Agrees to Restore Plan Assets
A Department of Labor (DOL) lawsuit has resulted in a supermarket chain, headquartered in Brookings, Oregon, to restore assets to its retirement plan.
SEC Strategy Targets Minor Offenders, Too
Admitting that the Securities and Exchange Commission (SEC) has resources “not nearly sufficient to the enormity and scope of the responsibility” it faces, SEC Chairman Mary Jo White...
Plugging DC Plan Leaks
Plan sponsors can go a long way toward reducing leakage from defined contribution (DC) retirement plans.
Advisers Disagree on Measuring Outcomes
Even with a majority of financial advisers agreeing that retirement planning is a major part of their business, conflict persists over how to track retirees’ success in meeting...
Fidelity Readjusts TDF Strategy
Fidelity Investments said it would readjust glide paths and asset-allocation strategies for its Freedom Fund product line in an attempt to improve...
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2013 PLANSPONSOR Retirement Plan Adviser of the Year
The winners of our 2013 PLANSPONSOR Retirement Plan Adviser Year Award for individual adviser, team and multioffice team.
PANC 2013: Fiduciary Fitness
“While we as advisers understand a lot of pieces of the puzzle, the plan sponsor doesn’t,” Keith Gredys, CEO and president of Kidder Benefits Consultants Inc., told attendees...
Fidelity Names VP of Managed Accounts
Fidelity Investments has named Damon Dunkel as vice president of Managed Accounts, effective August 2013.