Search results for: bca
Sponsored by Manulife / /John Hancock
Glide Paths Within the Glide Path
The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle...
Sponsored by Manulife / /John Hancock
Managing Provider Relationships | Q&A
Kathleen Kelly
On Marsh McLennan acquiring Compass Financial Partners.
Health Care and ESG Investing Lead Post-Pandemic Trends
A Franklin Templeton webinar discussed whether the current climate is signaling the start of a new market environment.
When ‘Eating Your Own Cooking’ Becomes Self-Dealing
One conclusion that can be drawn from the rash of self-dealing lawsuits filed in the retirement plan services industry is that providers must be just as diligent as...
Wednesday Webinar: Product vs Solution
Products have not had strong traction in the retirement space, mainly because they don’t meet the needs or expectations of plan participants.
Once They Catch On, PEPs Could Grow Exponentially
The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say.
Equity Opportunity May Exist Outside U.S. in 2021
The change in presidential administration could result in more opportunities in Chinese companies, for example.
Can Fixed and Variable Annuities Go Together?
Investing experts say smartly pairing the two types of annuities with other investments in a retirement portfolio can deliver significantly more income compared with a traditional withdrawal strategy.
Behavioral Science Strategies Can Lead to More Savings
Quantity of information and time are two important factors when it comes to improving financial savings habits for participants.
PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue
Content, surroundings and technology preparation are important for creating client and committee meetings that keep everyone engaged.
Practice Management
Prospecting in Turbulent Times
Surprisingly, it may be a good time to win new clients.
Be Prepared for a Potentially Wild Third Quarter
After falling precipitously in the first quarter, the S&P 500 Index added 20% during the second, making for the best quarter since 1998 and the best second quarter...
Economic Murkiness Won’t Soon Dissipate
One economist says there is so much noise in the data that it’s hard to assess where we are right now, let alone where things are going from...
Publisher’s Note
How Will We Move Forward?
The country will get through this, but things will not be the same on the other side.
Building Digital Connections in a Socially Distant World
Those few remaining advisers who have been reluctant to integrate digital communications as a core part of their client service strategies have little choice but to reconsider in...
Congress Passes $2 Trillion Coronavirus Stimulus Package
Retirement plan professionals who have navigated a severe natural disaster in their region will recognize many of the retirement plan-focused relief provisions to be implemented by Congress.
‘Smart Money’ Says 2nd Circuit Won’t Halt SEC Regulation Best Interest
Advisory firms waiting to see whether the 2nd Circuit will delay or outright halt the implementation of the SEC's Regulation Best Interest are wasting precious time.
Nudging Participants to Rebalance Portfolios
For those plans where participants are left to make investment decisions on their own, experts agree, it is critically important for advisers to educate them about the proper...
Plan Focus
Maximizing Growth Potential
'Open MEP' legislation could boost the number of such plans well past 2,641
Changes the Retirement Plan Market Could See With Open MEPs
For retirement plan advisers, passage of open MEP legislation could change relationships with plan sponsors and providers, as well as create the need for new distribution models.