Defined contribution Archives | Page 7 of 72

Client Service

June 29th, 2018

Participants Speak Clearly About Need for DC Account Income Planning

A new report published by Cerulli Associates draws out participant perspectives on the topic of DC plan decumulation, revealing that many of those leaving the work force feel...

In Practice

June 28th, 2018

LPL Recalibrates Retirement Business for the Long-Term

Bill Beardsley, head of Retirement Partners at LPL, gives his take on the firm’s decision to close the Worksite Financial Solutions program, and on his plans for lasting...

Practice Management

June 27th, 2018

DISRUPTION: Talking Adviser Recruiting with LPL Leadership

As retirement specialist advisers shift away from commissioned service and towards relationship-based wealth management and plan design consulting, providers of brokerage and investment management services are making their...

The Markets

June 22nd, 2018

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...

Practice Management

June 20th, 2018

Competing for Advisers With Tools and Services: Retirement Industry M&A Activity

Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms...

Data & Research

June 14th, 2018

Wells Fargo’s Joe Ready Surveys Shifting Retirement Landscape

There is more emphasis than ever before in the DC plan space on identifying the best way to offer a benefit that is not just a to-retirement program,...

Data & Research

June 5th, 2018

TDF Investor Behavior Improves, But Allocation Mistakes Remain Common

Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.

Trendspotting

More Save for Retirement

... But few believe they are saving enough

The Markets

May 25th, 2018

Industry Left Confused by DOL’s ESG ‘Clarification’

A review of industry commentary dissecting the DOL’s recently published Field Assistance Bulletin on the topic of ESG investments suggests the “sub-regulatory guidance” has left a lot of...

Client Service

May 8th, 2018

DC Plan Industry Still Falls Short on Distribution Options

Looking across today’s DC plan marketplace, researchers suggest it is still much more common to see plan designs that are tailored to drive retired or terminated participants out...

Data & Research

April 20th, 2018

Responsive Design of DC Plan Web Portals Greatly Benefits Participants

A new analysis from Corporate Insight underscores the continued proliferation of “responsive design” within retirement plan service providers’ web offerings—benefiting plan participants and sponsors.

Client Service

April 18th, 2018

Open MEPs Top DCIIA’s Retirement Plan Coverage Gap Wish List

In a wide-ranging interview with PLANADVISER, DCIIA leaders Lew Minsky and Peg Knox outline their lead policy priorities for the remainder of 2018, including a focused push around...

Products

April 16th, 2018

Pershing Reveals New DC Plan Oversight Tool

The solution is aimed at helping advisers and home offices realize better efficiencies and increase transparency in retirement plan management.

View Points

April 13th, 2018

Don’t Run Out of Money, Have a Retirement Income Plan

In a guest article written for PLANADVISER, Thomas Dodd, executive director of Pavilion Advisory Group Inc., compares and contrasts common retirement income strategies—including the pros and cons of...

Products

April 11th, 2018

Vanguard Guide Helps Define Retirement Goals, Risks, and Resources

Vanguard analysts have published a new framework to help guide retirees as they set investment goals, define their risk budget, plan for health care expenses, and tackle other...

Client Service

March 15th, 2018

DISRUPTION: Insider Service and Strategy Talk With PGIM

In an exclusive interview with PLANADVISER, PGIM Head of Institutional Defined Contribution Josh Cohen offers some guidance to advisers speaking with plan sponsors about litigation, fiduciary risk and...

Data & Research

March 14th, 2018

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...

The Markets

March 13th, 2018

Measuring Managed Account Performance Is Part Art, Part Science

A new analysis out from Empower Retirement finds historical investment performance does not serve as an optimal overall measure of value delivered by a managed account; there is...

Data & Research

March 8th, 2018

BlackRock DC Pulse Survey Data Points of Interest

The annual report from BlackRock offers quite a deep dive into the large 401(k) plan population; highlighting many well-known retirement industry trends, but also a few that are...

Products

March 6th, 2018

Transamerica and Businessolver Link Health and Wealth Recordkeeping

Businessolver President and CEO Jon Shanahan says a new joint solution being rolled out with Transamerica better acknowledges the “intrinsic relationship between wealth and health” by delivering a...

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