Recordkeeper Consolidation: Good or Bad News for Small Managed Accounts?
Industry participants are mixed on whether recordkeeper consolidation will help or hinder business opportunities for managed accounts.
EXCLUSIVES
Bridging the Racial Retirement Gap: A Conversation With Spencer Williams
The CEO and president of the Retirement Clearinghouse talks about his decades-long project with Bob Johnson to implement 401(k) auto-portability.
DE&I Initiatives: Are They Working?
Retirement advisory firms have been working to implement diversity, equity, and inclusion programs for years, but have they been effective?
DE&I in a Hybrid World
Women, parents, and people of color are opting in to remote work at higher rates than their peers, but some...
Alternatives Get More Consideration Heading into 2023
As traditional asset markets continue to face challenges in 2023, DC plan advisers and plan sponsors are considering alternative investments...
Solving the Liquidity Factor for Alternative Investments in DC Plans
Alternative investments such as private real estate create a liquidity challenge for plan sponsors, but advisers can help find solutions,...
Education Options for Alternative Investments Expand
As alternative investments grow in popularity, so do programs to educate and assist advisers looking to discuss them with clients.
The Future of Retirement Income: A Q&A With Endeavor Retirement’s Bonnie Treichel
ERISA attorney and the chief solutions officer of Endeavor Retirement Bonnie Treichel discusses the past, present, and future of retirement...
Momentum is Growing to Educate Advisers on Plan Options for Lifetime Income
Retirement industry groups are ramping up efforts to help advisers understand and compare annuities for plans and consider how to...
Financial-Market Upheaval Overtakes Best Intentions of Pension Legislation
Pension plan balance sheets improved in 2022 despite market fluctuations. Now corporate plan sponsors have to consider their funding strategy...
Making Retirement Income Projections Useful
Plan participants need advisers to go beyond just awareness of their balance to thinking about that balance in the form...
Six Misconceptions About Social Security That Can Affect Participants
Not recognizing the impact of claiming benefits early – or the benefit of waiting – is essential.
What Advisers’ Need to Know to Discuss Medicare
Discussing a participant’s particular needs well ahead of their 65th birthday is key.
Annuities’ Bad Rap
Research shows a link between a good comprehension of annuities and a more favorable view of the products; unfortunately, annuity...
Underestimating Longevity Risk
Americans’ projections about their own life expectancy often miss the mark, which can create problems in retirement.