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A Time of Crisis. A Time to Solve Our Big Problems?
With passage of the CARES Act, Congress has demonstrated an ability to speedily enact ambitious bipartisan legislation that addresses the nation’s major challenges head on. Sources wonder whether...
Advisers Giving Back: The CAPTRUST Community Foundation
Though its giving efforts are expansive, the CAPTRUST Community Foundation’s vision is singular: 'Plain and simple, we want to enrich the lives of all children.'
In Practice
Building Better Engagement
Expert advice for how to make the most of your face time with employees.
Retirement Industry People Moves
Cerity Partners merges with wealth management firm; Prime Capital names Qualified Plan Advisors leader; MassMutual hires worksite distribution head; and more.
Retirement Industry People Moves
Transamerica makes executive appointments; T. Rowe Price adds senior sales executives; the Segal Group hires senior vice president; and more.
Investment-Oriented
Is Fixed Income Working?
For older participants, advisers should find investments that avoid volatility.
Competitors PCS and Aspire Combine in Latest Recordkeeper Acquisition
PCS and Aspire, both founded nearly two decades ago with the common goal of providing specialized services to investment fiduciaries, will join together to achieve the benefits of...
Learning from ‘Tontines’ to Build Modern Retirement Income Schemes
The retirement planning challenges facing workers today are by no means new or novel, nor are the many different types of solutions being debated by academics and policymakers.
Getting Serious About TDF Sequence of Returns Risk
The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with...
Beyond (k)
Clean Shares’ Popularity
The class improves fee transparency but still needs a clearer definition
Retirement Industry People Moves
Ascensus Appoints Industry Veterans to Board of Directors; Brinker Capital Grows Sales Division with Four Appointees; Goodwin Adds Partner to ERISA Team; and more.
Practice Management
Taking on Discretion
Should you offer 3(38) fiduciary services or outsource the role?
Retirement Industry People Moves
Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.
Stakeholders in DC Plan Industry Must Come Together for Plan Success
Despite the tremendous progress of the last decade, there remain some “surprisingly different perspectives” among plan sponsors, recordkeepers, and individual participants when it comes to priorities and best...
More Regulation Might Not Be Needed To Boost Use of DC Plan Lifetime Income
Experts suggest an additional annuity safe harbor regulation is unlikely and perhaps even unneeded for promoting greater use of in-plan lifetime income solutions, given that sponsors’ hesitation is...
investment-oriented
Annuities in DC Plans
Advisers can overcome plan sponsor—and participant—reservations