Why Are Financial Services Firms Looking to Wealth Management Leaders?
The short answer is that more financial services firms are looking at their wealth management divisions as drivers of growth;...
Tag: Defined contribution
The New Vesting Schedule Debate
Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry...
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife...
Americans’ Retirement Expectations Remain Fluid
Survey results from WTW show the pandemic has changed the way different age groups set retirement expectations.
2022 PRACTICE PROGRESS Webinar Series: The Latest on Managed Accounts
Sources say managed account programs are poised for continued growth, especially as more firms have announced plans to make them...
The Role of the 401(k) in Today’s Tight Labor Market
Designing a retirement plan that meets the needs of the business—and today’s employees—requires a fresh outlook.
Senate Finance Committee Advances EARN Act
The committee’s unanimous passage of the EARN Act represents another step forward for an ambitious package of retirement planning reforms...
Senators Introduce Bill to Make Auto-Portability Standard
Backers of the new bill say the legislation would cut red tape and help Americans who change jobs frequently keep...
Significant Retirement Bill Moves Forward in Senate
Sources say the Senate HELP Committee’s measure, called the RISE & SHINE Act, is expected to be combined with a...
Hopes Remain High for Ambitious Retirement Legislation
Sources say the ingredients for passing a new round of federal retirement planning reforms are in place, but hurdles remain,...
Higher Labor Costs Spark Benefits Creativity
Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey...
Measuring Shifts in Retirement Plan Appreciation
Survey data shows the COVID-19 pandemic has changed the way workers understand and appreciate both their health care benefits and their retirement planning opportunities in the workplace.
Insurance Executives on the Evolving Retirement Landscape
Leaders at CUNA Mutual Group and Allianz Life speak about the prospects for legislative and regulatory progress in 2022, especially when it comes to the broader distribution of...
MyCTSavings Launch Hailed by State Leaders
Discussing the program’s launch with PLANADVISER, Connecticut Comptroller Natalie Braswell says the goal of the program is straightforward—to help ensure everyone can achieve a financially secure retirement regardless...
New OneDigital Adviser on Succession, Growth and More
For one advisory shop, the start of discussions about succession planning quickly led to deeper questions and, eventually, a major step forward for the firm and its staff.
2021 Was Another Banner Year for Retirement Savers
Employer-sponsored retirement plans and individual retirement accounts reached almost $40 trillion in total assets by the end of last year,...
Senators Call for GAO Review of Spousal Protections in DC Plans
A bipartisan pair of U.S. senators are calling on the oversight agency to examine the need for stronger spousal protections in defined contribution retirement plans.
Little-Known Risk Threatens Baby Boomers Golden Years
Though their solutions and strategies vary, advisers agree that sequence of returns risk can devastate a retirement portfolio.
Sounding the Alarm on Gender Inequality in Retirement
A recent U.S. House Education and Labor Committee hearing covered several retirement-related topics, including how to increase pay and benefit equity for women in the workforce.
Principal Marks Completion of Wells Trust and Custody Business
With the acquisition’s completion, Principal Custody Solutions can now serve institutional clients of all sizes with both retirement and non-retirement...