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Nuts & Bolts: Requests for Proposal
What new plan advisers need to know about RFPs from plan sponsors.
Amazon Employees File 401(k) Plan Forfeiture Complaint in Federal Court
The online retail giant joins more than 30 plan sponsors accused of mismanaging participant forfeitures for its own gain.
Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025
Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
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.
DOL’s Khawar, Among Architects of New Retirement Fiduciary Rule, To Step Down
The career EBSA official who had been appointed by Biden to principal deputy assistant secretary will be leaving January 20.
Compliance Year in Review
David Kaleda, an ERISA expert, reflects on the year that was for plan fiduciaries.
RIA Succession Planning Drops to New Low
DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories.
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.
BlackRock Makes TDF With Annuity Option Its Plan QDIA
BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion of retirement savings.
ERISA Advisory Council Approves 3 New QDIA Recommendations
The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers.
RIAs Face Talent Crunch, Schwab Reports
Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.
Preparing for Next Round of SECURE 2.0 Provisions
More sweeping provisions will become active in January.
5 Marketing Tips for 401(k) Advisers in 2025
Rebecca Hourihan recommends New Year’s resolutions for plan advisers.
Americans Looking Ahead to Year of ‘Living Practically’
New Year’s financial resolutions include building back up emergency savings tapped in 2024, according to Fidelity’s 16th New Year’s survey.
Why Women Are Navigating a New Financial Landscape
Non-retired women see the responsibility of securing a steady lifetime income being shouldered by individuals, not employers, according to a new survey by Corebridge.
Morningstar Drops Recommended Safe Withdrawal Rate to 3.7%
According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from 4.0% in 2023.
EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net
Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well with Social Security for the majority of Americans.