Search results for: bca
DOL Offers Resources for Participants About Fees
The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) has resources for participants to learn about plan fees.
EBSA Hosts Free Small-Business Webcasts
The Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) will host two free webcasts for small-business owners as part of America Saves Week.
Webcast Dispels Retirement Planning Myths
Northwestern Mutual is hosting a webcast designed to shatter the top five retirement planning myths.
Tool Helps Users Envision Retirement
Merrill Edge introduced Face Retirement, a social tool enabling users to see how they will look years down the line.
Survey Zeroes in on Traits of Valued Advisers
Only 57% of financial advisers proved their worth to clients in navigating recent market conditions, according to a survey by Fidelity Investments.
Making the In-Plan Guaranteed Income Decision
Plan design coupled with product design can result in better outcomes for retirement plan participants, said Stephen Bozeman, senior product strategist at BlackRock.
Advisers Continue Going Independent
Among the primary reasons advisers join existing registered investment adviser (RIA) firms are freedom and the potential for greater income.
To Auto-Enroll or Not to Auto-Enroll
“Auto-enrollment is very important to the future of 401(k)s,” contends J.J. McKinney, Retirement Strategies Inc.
Continuity Takes Precedence Over Succession
Independent broker/dealer Securities America has designated October “Continuity Planning Month” to address the gap in understanding of the difference between continuity plans and succession plans.
Pessimism Has Investors Making Action Plans
High-net-worth investors anticipate tax increases next year and are scouting a variety of opportunities for returns, according to a Fidelity survey.
NAPA, ASPPA Launch Web Portal for Advisers
The NAPA-net.org portal of the National Association of Plan Advisors (NAPA) and The American Society of Pension Professionals &...
New Toolkit Offers Rollover Solution
The 401K Coach released the Fiduciary Advisor’s Rollover Toolkit to provide a solution and formal process for financial advisers to offer rollover IRA services.
Turn the Participant Experience on Its Head
Plan sponsors need to create smarter retirement plan participant communication, according to Colette Ehlers, sales development consultant with Wells Fargo Institutional Retirement and Trust.
Sponsors Still Need Help After Fee Disclosure Deadline
Although the 404(a)(5) participant fee disclosure deadline has passed, advisers continue to play an important role in helping plan sponsors and participants understand fee disclosure statements.
Industry Leaders Discuss Tax Treatment of Benefits
Workers value their employer-provided health and retirement benefits, but the tax incentives that support these benefits are being scrutinized.
Incorporating Risk Parity into DC Plans
Risk parity is used by defined benefit plans to protect against downside risk, but “there’s no reason DC sponsors shouldn’t use it,” Invesco noted.
A Reminder About Information Sharing Agreements
The Internal Revenue Service (IRS) has made it clear that it will look for information sharing between 403(b) plan sponsors and vendors with 2009 plan audits.
High-Net-Worth Investors Share Thoughts on Generating Income
They like dividend-producing stocks and are tempering expectations for fixed income, a survey found.
Risk Management Sensitivity a Factor in Adopting Guaranteed Income
Some plan sponsors are hesitant to implement an in-plan guaranteed retirement income solution for the same reasons others are in favor of it.