John Hancock Retirement CEO Stresses Importance of Financial Adviser Relationships
The new retirement CEO sees a “heightened” interest from wealth managers in engaging with workplace retirement plans and participants.
Tag: 401(k)
BlackRock, Policy Group Detail Results of Delaying Social Security, Adding Guaranteed Income
Researchers ran participant simulations to show retirement income spending power could get an almost 30% boost with the strategies.
July Acquires Sunwest Pensions to Expand National Presence
The 401(k) provider continues its PE-backed acquisition strategy by booking its fourth deal of the year.
Know Your GLWBs: Assessing Annuity Vehicles as In-Plan Income Options
In-plan guaranteed retirement income options are much discussed, but less often implemented. Here are resources for evaluating and implementing the...
What Can AI Do for the Retirement Plan Industry?
Three different chatbots serve as examples of how AI technology can streamline multiple parts of the business.
US Retirement Assets Grow to $35.4 Trillion in Q1
Retirement assets accounted for 31% of all household financial assets at the end of March 2023, according to ICI.
Human Interest Offers 3% Cash Back for New Retirement Savers
The incentive is available for first-time savers making $60,000 or less.
The Good Old Days: Was the Pension Era Really as Good as Its Reputation?
Experts point out the flaws in the often lauded 'pension past,' while discussing the benefits and potential of the 401(k)...
Employer Contributions Hit Record High Among Fidelity Savers
The rate was driven by matching employees’ continued 401(k) deferral increases.
EBRI Study: Inflation, Weak Stock Market Slashed Retirement Confidence
EBRI reports sharply decreased retirement confidence, driven primarily by inflation.
Schwab Sees Record Attendance in Participant 401(k) Sessions
Participants are favoring virtual sessions, and 18% boost their 401(k) contribution rate after 1:1 engagements.
Advisers Managing Heightened Retirement Plan Committee Turnover
With job turnover rates remaining high, advisers discuss how to manage retirement plan committee churn.
Vestwell Partners with JP Morgan on Small Business 401(k) Plans
The digital recordkeeping platform will be available to JP Morgan's 401(k) product for small businesses, following the partnership.
Many Small Businesses Cannot Afford Worker Retirement Plans
Monetary concerns outweigh desire to attract and retain employees, according to a new SMB index from Fidelity.
The PLANADVISER Interview: Fiona Greig, Global Head of Investor Research and Policy, Vanguard
Research and policy expert Fiona Greig discusses moving from consumer spending and saving patterns to the world of long-term retirement...
Accelerate Retirement Spins Off From Aggregator NFP
As an independent advisory, the firm expects to be more ‘nimble’ in meeting both adviser and client needs.
Small Business Owners More Likely to Phone a Friend, Not an Adviser
When asked whose counsel they would seek before setting up an employee retirement plan, small business owners prioritized family, friends...
PGIM Takes Majority Stake in Direct Lender to Boost Alternative Offerings
The firm’s investment in Deerpath Capital Management comes as institutional and private investors look to alternatives for returns amid volatile...
USI Consulting Acquires Actuarial, Retirement Plan Consultancy
USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.
Our 2023 PLANADVISER Vision Award Winners
The CFP Board and Kelli Hueler of Hueler Income Solutions are this year’s winners of the PLANADVISER Vision Awards.