Tag: Practice Mgmt

Major changes are occurring in the fixed-income markets that are driving asset managers to position clients against volatility and future rate tightening, according to Cerulli Associates.

While most use pre-retirement spending, the 4% “rule” or a bucket strategy, some advisers apply more math and science to avoid commonplace mistakes in retirement account withdrawals, Russell...

Augmented reality technology via a mobile application (app) from Transamerica Retirement Solutions can help drive up retirement savings. 

J.P. Morgan Asset Management said it will offer R6 share classes of the J.P. Morgan SmartRetirement Mutual Fund series of target-date funds (TDFs).

Less could be needed to meet health care costs in retirement, according to new modeling by the nonpartisan Employee Benefit Research Institute (EBRI).

LPL Financial unveiled a new Worksite Financial Solutions mobile application (app) that extends retirement plan participant and sponsor services provided through the firm’s desktop platform.

Voya Financial Chairman and CEO Rodney Martin Jr. has taken over direct leadership of the company’s retirement solutions business.

As lawsuits over share classes move forward, can the investment policy statement (IPS) help the plan sponsor avoid litigation?

Plan sponsors should not be upset by outflows from the Total Return Fund and the abrupt departure of Bill Gross, PIMCO’s lead portfolio manager, sources say.

There is considerable variation in the challenges workers face in preparing for retirement, according to the Bipartisan Policy Center (BPC), making effective employer-provided support difficult.

The Internal Revenue Service (IRS) has announced updated Web pages, checklists and fix-it guides to aid employers in operating their plans and correcting mistakes.

An Investment Company Institute (ICI) study finds a clear link between the savings goals of employees and the likelihood that they work for an employer that sponsors a...

The value of delivering advice to participants is not in question, but participants remain fuzzy on what the advice means, and the difference between advice and education, said panelists at...

Biggest financial worries: unemployment, student loans, and whether Social Security will be adequate. Here comes Generation Z.

Actuaries with the Social Security Administration (SSA) have determined a comparison of benefits relative to wage-indexed career-average earnings is the best approach for calculating income replacement rates.

Sponsors of terminated defined contribution (DC) plans can use new guidance from the Department of Labor (DOL) to satisfy the regulator’s expectations for finding and paying missing participants.

LPL Financial LLC has launched its new Worksite Financial Solutions website to help employees gain confidence in their financial future.

Some participants may be traditional retirement age, and they may have substantial assets, research from Bank of America Merrill Lynch says.

Does educating participants on savings behaviors and investments have an actual, measurable effect that can drive better retirement outcomes?

In order to meet demand for a multi-factor approach, State Street Global Advisors (SSgA) unveiled a suite of advanced beta SPDR exchange-traded funds (ETFs).