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Seeing Opportunity in Change
PLANADVISER National Conference 2023 | Inflationary pressures. Ongoing market volatility. Legislative developments. If plan sponsors can expect anything, it’s the unexpected. But with change come opportunities for plan...
Sponsored by T. Rowe Price
The PLANADVISER Interview: Kourtney Gibson, Chief Institutional Client Officer, TIAA
The head of the firm’s retirement solutions group talks guaranteed income, the savings gap and treating consultants and advisers as clients.
Understanding Plan Fees, With Help from NAGDCA
A recently published fee guide can help plan sponsors navigate different recordkeeping, advisory and asset management options.
Private Real Estate Investment Through DC Plans Continues to Grow
Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to the asset class.
Economic Slowdown, Inflation, Top List of Adviser Concerns in PGIM Study
A new survey by the asset manager also shows that more than half of respondents view U.S. Treasurys, investment-grade corporate bonds and municipal bonds as attractive investments.
Adviser Opportunities in Serving the K-12 Education Market
Jim Kiley of Security Benefit outlines the multiple opportunities available to retirement plan advisers with school district employees.
Prudential, Warburg Pincus Partner on Reinsurance Firm
The two financial firms are launching Prismic Life Reinsurance with $10 billion in reserves.
Investment Product and Service Launches
North American Company introduces Goldman Sachs index; Jackson enhances Perspective variable annuity benefit suite; Altruist launches multiple account bundling.
DOL Beats ForUsAll Crypto Suit
A federal court ruled there was no legal basis for complaints challenging the DOL’s compliance bulletin cautioning use of cryptocurrency in retirement plans.
Investment Product and Service Launches
AmericanTCs, Allianz come to market with in-plan annuities; Lincoln Financial upgrades its RILA to combat market volatility; Altruist adds multi-account onboarding; and more.
ADP, Morningstar Launch Managed Accounts for Small Business 401(k)s
Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market.
Lawsuit Would Block Missouri’s Anti-ESG Advising Rule
Requiring registered advisers to follow state-level ESG disclosure rules violates federal law, according to SIFMA’s lawsuit.
Advisers Can Leverage Plan Sponsor Openness to Plan, Investment Changes, Research Finds
Plan sponsor interest in areas such as reenrollment, in-plan retirement income, and financial wellness programs have grown, finds JP Morgan Asset Management.
73% of 401(k) Savers Would Like Personalized Investment Advice
Calculating the amount needed for retirement and identifying a retirement income stream are among the top needs for workplace savers, according to Schwab’s annual 401(k) participant survey.
Fidelity AUA Jumps 18% Year-Over-Year in Q2 to $11.7T
Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension risk transfer growth.
Keep it Simple: Innovations in Small Plan Advisement, Management
Advisers and small plan 401(k) providers explain how the industry has evolved to do more—but make it feel like less—for smaller businesses.
Investment Product and Service Launches
Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.
BlackRock: Retirement Confidence Shows Steady Decline
BlackRock's annual survey of the retirement space also finds participants are interested in guaranteed income to help with retirement security.
Prudential’s Three Pathways to In-Plan Retirement Income
The head of Prudential’s retirement strategy division discusses the firm’s key focus areas for getting guaranteed income annuities into participants’ savings.
Schwab: Financial Advisers Using Behavioral Finance Gain More in New Assets
Advisers also turned to personalized options such as direct indexing to stand out for clients.