ADP Finds Inflation Driving Worker Wage Expectations
Cost-of-living increases and strengthening economies have driven worker demand for higher wages in the U.S. and across the globe, a...
News
Product & Service Launches – 6/6/24
Vestwell, J.P. Morgan offer partnered small plan 401(k) program to financial advisers; Mercer Advisors launches private market investing access to...
Managing Assets Within the Plan
This PLANADVISER In-Depth story considers the new ways financial advisers are seeking to manage participant 401(k) accounts before they’ve rolled...
Could Majority of TDFs Include Income Annuity in 10 Years?
Recordkeeper builds and government backing will be key elements of TDFs with annuity options taking hold, according to a panel...
SEC’s Private Fund Adviser Rule Struck Down by 5th Circuit Appeals Court
The 5th Circuit vacated the rule completely on Wednesday after being challenged by an association of private fund managers and...
Showing Net Performance in Portfolio Subsets Is Hardest Part of Marketing Rule
The majority of investment advisers are changing marketing materials to try and comply with the rule, with frustrations, according to...
Both Ends of Financial Wellness Spectrum Benefit from Coaching
Coaching seemed to work best for those with the most need—whether due to a strong financial position, or those struggling...
EFE Finds Increased Participant Inputs to Managed Accounts
The managed account provider says analysis reveals personal data inputs doubled over the past decade.
Voya Adds Non-Core Fund Investing to Adviser Managed Accounts
Advisers can include out-of-plan investment assets such CITs and alternative funds for 401(k) participant account holders.
ERISA Contributed to DB Plan Decline, Experts Say
The replacement has been an undefined system largely managed by individuals, according to experts discussing ERISA 50 years on.
Only 30% of Savers Know About Social Security Shortfall Projections
Once aware, 97% agree leaders should strengthen the system for current and future generations.
Lawsuit Against TIAA Over Managed Account Service Moves Forward
TIAA’s request was denied to dismiss a lawsuit brought against the insurance company for allegedly pushing for participants to use...
Ascensus Restructures Sales Team
The tax-advantaged savings provider continues retirement division restructurings.
Empower Names Marta Norton Chief Investment Strategist
Separately, J.P. Morgan appoints Shayan Hussain as head of US Investment Specialists.
Plan Sponsors Increasingly Offer Financial Adviser Services
Participant demand for adviser services is driving demand, according to MFS.
Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales
Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the...
Roth in Reality
Further guidance is needed for recent federal retirement legislation as industry faces implementation.
Counting on Roth
Federal retirement legislation is in part looking to Roth 401(k) savings to help pay for related incentives—but uptake may be...
Why Roth? Benefits for Plans and Participants
After many years of availability, many employers now offer a Roth 401(k) as part of their plan design—which will make...
529 Assets Are Growing, But Education Still Needed
529 assets are increasing, but education is needed for plan sponsors and participants to understand their full benefits.