Lower Fees Could Drive Greater Managed Account Adoption Among Plan Sponsors
A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would...
Data & Research
Public Sector Employees More Likely to Stick with Default Retirement Investments
A new report from MissionSquare revealed how demographic and economic factors influence investment decisions.
Women’s Growing Financial Power Could Reshape Wealth Management, CFP Reports
As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to professional...
Generative AI, Email Scams Lead Cyber Fraud in 2024
One of the biggest challenges executives cite in fraud prevention is that employees don’t always follow fraud prevention policies, according...
DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
More than two-thirds (69%) of employees and 67% of employers endorse retirement plans as a ‘must-have’ employer benefit, according to...
ERISA Industry Committee Outlines Latest Employer Priorities
In its letter to Congress, ERIC urged lawmakers to ‘preserve and protect’ ERISA, maintain tax incentives in health and retirement...
American Benefits Council Advocates for Tax Preferences for Next 5 Years
In its policy guide, the national trade association emphasized the importance of protecting retirement and health plans under ERISA and...
Most Workers Acknowledge the Importance of DC Plans
Nearly half of individuals with a DC plan said they probably would not be saving for retirement if not for...
Saver’s Match Could Significantly Decrease Wealth Gaps, Morningstar Says
The Saver’s Match could significantly boost retirement savings, with promotion of the program by the government, plan sponsors, and the...
Total Number of Advisers Has Stagnated, Cerulli Reports
While AUM continues to grow, training, mentorship and succession planning could all help address the headcount stasis.
Strategies for Enhancing Portfolio Management
According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies.
Employers Expand Mental Health Support to Combat ‘Burnout’
NFP’s annual benefits report also found, however, a trend of some employers too often putting that mental health support within...
Corporate Pension Funding Status Rose in December, Ending Strong in 2024
Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension...
Retirement Plan Investors Remain Cautious in December Amid Market Volatility
Trading activity stayed subdued last month, with only two above-normal trading days recorded.
Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth
The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by...
Pension Income Accounted for $1.5T of US Economic Output in 2022
Private and public sector defined benefit pension fund payments also added $224.3 billion in tax revenue, according to the National...
Allianz Life Survey Reveals Financial Stress but Optimism for 2025 Among Americans
Ten percent of respondents cited not seeking professional financial advice as one of their worst habits.
ESG Goals Still Prevalent in Executive Incentive Plans, WTW Reports
Among S&P 500 firms, 77% still included at least one ESG metric in 2024.
Pooled Employer Plans Top $10B in Assets
PEPs see growing interest among 401(k) sponsors of various plan asset segments, according to Cerulli.
RIAs Face Talent Crunch, Schwab Reports
Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.