Fiduciary Benchmarks (FBi) will provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to ExpertPlan’s 16,000-plus clients.
Determining cash flow and examining fixed expenses are crucial in achieving retirement readiness, according to financial advisory firm’s “90/70/30” Rule.”
U.S. corporate multiemployer pension plan (MEPP) obligations represent a drain on cash flow, particularly for the U.S. supermarket sector, according to a Fitch Ratings report.
Sentinel Benefits & Financial Group (SBFG) released a mobile application that enables employees to verify their retirement plan and reimbursement account balances.
Enhancements to TD Ameritrade Institutional’s rebalancing software allow advisers to submit trades from iRebal directly to Veo, saving time and reducing risk.
The search for safety led to bond fund demand across a spectrum of corporate and U.S. government funds, high and low credit quality, and global bond strategies.
Although plan sponsors are reluctant to completely overhaul their plans, evolving defined contribution (DC) plans are creating challenges and opportunities for advisers, a report found.
A study of the large and mega defined contribution (DC) plan marketplace projects assets of custom target-date funds (TDFs) will reach $218 billion by 2016.
Large defined contribution (DC) plans with more than $5 billion in assets are likelier to stay with a recordkeeper for at least seven years, a report found.