In Practice June 19th, 2015 When Procurement Is Involved in the RFP Process Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
Data & Research June 19th, 2015 Plan Sponsors Should Be Encouraged to Use Auto Features A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.
Data & Research June 18th, 2015 Re-enrollments Remain a Poorly Leveraged Plan Booster Only 7% of plan sponsors answering a J.P. Morgan survey have previously conducted a re-enrollment.
Data & Research June 18th, 2015 Ways Plan Sponsors Can Use Financial Wellness Financial wellness may be retirement’s next frontier, with heightened focus and greater interest in bringing programs to the workplace.
In Practice June 18th, 2015 Advisers Face Challenges When Working With Couples In the event of a divorce or death, they could lose clients’ business.
Data & Research June 17th, 2015 Overcoming Plan Sponsor Inertia It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.
In Practice June 17th, 2015 Advisers Bullish on Profitability Jefferson National’s first annual Advisor Authority Study delves into adviser forecasts on their practices and marketing strategies.
Data & Research June 17th, 2015 Professor of Economics Proposes Retirement Reform The proposals include universal retirement accounts and a change to the treatment of tax incentives.
Data & Research June 17th, 2015 Automatic IRAs Would Help with Retirement Crisis Just how much they would help depends on several factors, EBRI finds.
In Practice June 17th, 2015 A Clear Value Proposition Easier Said Than Done? A poll of investment managers suggests “expertise,” “investment returns,” “thought leadership,” and “clearly articulated firm positioning” are each critical to a strong investment advisory brand.
Data & Research June 16th, 2015 GAO Finds Overactive Participant Trading Is Rare Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.
In Practice June 16th, 2015 Top Trends in the Adviser-Sold Investment Markets Strategic Insight research reveals traditional broker/dealers are slowly losing dominance in the adviser-sold investment marketplace.
Data & Research June 16th, 2015 MassMutual Finds Hispanic Workers Need Social Security Info Hispanic workers polled by MassMutual revealed a concerning lack of knowledge about Social Security.
Data & Research June 16th, 2015 Addressing a Global Wave of Retirement Unreadiness What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?
Data & Research June 16th, 2015 Job Seekers Want a Retirement Plan Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.
Data & Research June 15th, 2015 Social Security Quiz Stumps Most Americans Few understand their eligibility, a MassMutual survey finds.
Data & Research June 12th, 2015 Towers Watson Says Managed Accounts a Better QDIA These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
Data & Research June 11th, 2015 No Surprise—Fees Remain a Top Topic The retirement plan industry shows little sign of dropping its focus on fees and lowering the cost of investing.
Data & Research June 11th, 2015 Millennials Have Financial Priorities Ahead of Retirement Saving Forty-five percent of “younger” respondents to a recent survey said they have student loan debt.
Data & Research June 10th, 2015 Public Policy, Individual Action TIAA-CREF’s president and CEO on how to stop the retirement crisis before it starts.