
Know Where the Puck Will Be
Advisers discussed three areas of focus to position practices for the future.

Insights on What Really Matters to Participants
Findings of a national survey debunked some myths about what employees think about work and retirement.

Advisers Can Help Women Add to Growing Retirement Confidence
Women are adjusting their approach to finances and value advisers who will listen to them.

Providing Guaranteed Income and Advisory Services Among Recommendations to Improve Retirement Security
Reducing debt and having a clear spend-down strategy were also among the four keys to facilitating financial security in retirement identified by EBRI's Retirement Security Research Center.

Participants More Receptive to Retirement Planning Help
Help with investments and retirement income were cited by participants in two surveys.
Vestwell Managed Account Platform Helps Advisers Meet Needs in Small Plan Market
The platform uses Franklin Templeton’s Goals Optimization Engine and helps advisers provide an offering to small DC plan sponsors and participants in a cost-efficient way.

Advisers Have Opportunities to Help Sponsors and Participants Address Retirement Risks
Advisers can help retirement plan sponsors implement investment and withdrawal options and start conversations with participants who are reluctant to share their fears.
Principal Selects Edelman for Retirement Advice and Financial Wellness Offering
Select large employers on Principal's recordkeeping platform can provide access to Edelman Financial Engines’ financial planners, an array of financial education tools and online advice.
Vestwell and Bambu Team Up on Participant Advice
The partnership offers adviser managed accounts, an application programming interface (API) to provide personalized participant advice and a library of APIs to create a robo-advisory platform.
Vanguard Leader Encourages Retirement Industry Evolution
John James says advisers can use their expertise and experience to advance much-needed discussions about improving retirement policy here in the U.S.
John Hancock Launching Online Personalized Recommendations Experience for Participants
The firm is also extending its personalized retirement advice program to all plan clients.
Encouraging Young Part-Time Employees to Save for Retirement
Financial advisers can help part-time employees who will be newly eligible for retirement plans under the SECURE Act get familiar with savings concepts.

Advisers Should Consider Emotions When Guiding Participants Through COVID-19
A calm, measured approach will help retirement plan participants make the right decisions.
PANC 2020: Virtual One-on-Ones, How Workplace Retirement Advice Is Changing
Advisers discussed their strategies for reaching retirement plan participants, the technology they use and the pros and cons of the new virtual environment.
Two West Advisors Announces Virtual Participant Consultations
Consultations with retirement plan participants it serves will address retirement plan account questions as well as broader personal financial issues.
Financial Engines to Provide Financial Planning, Investment Services to Alight Clients
Services include a personalized financial planning experience for employees and an extension of high-quality institutional investment management for all the household’s accounts.

PANC 2019: The Role of Participant Services in a Retirement Advisory Practice
Offering guidance to participants is critically important, advisers say, and can yield profitable wealth management relationships.
Investment Support for Participants on the Rise
Employers are offering this assistance in a variety of ways, including managed accounts, target-date funds and investment advice, according to PSCA.
Lawsuit Charging Aon Hewitt With Taking ‘Kickbacks” From Financial Engines Is Closed
The parties report they have resolved the case, and the judge dismissed the action with prejudice—meaning another complaint cannot be filed.
Emerging Wealth Segment Represents Opportunity for Retirement Plan Advisers
Many plan providers are squandering their chance to serve as long-term consultants to a potentially lucrative client cohort by not upscaling their offerings to meet its demands, Cerulli says.