PANC 2018: The Future of Retirement Advising
A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.
Tag: Recordkeepers
Research
Keeping Up with the Intermediaries
Recordkeepers stay in step with demands of advisers and other plan distribution channels
Intro
Best Interest in Mind
Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.
Georgetown University Targeted by Familiar ERISA Breach Allegations
Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher...
2017 Adviser Choice Awards
PLANADVISER has announced winners of the fourth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 on March 29th.
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?
Legacy 401k Partners to Register as RIA
"By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service," says Patrick Stuhr.
ICI Savings Snapshot Shows Individual Commitment
Large data set reveals U.S. workers are engaged in their DC plans and are taking their individual responsibility for saving seriously.
research
2015 PLANADVISER Recordkeeper Services Guide
Different Strokes - Finding the right recordkeeper for you and your clients
Regulations Are Sponsors’ Primary Concern
Reducing plan costs and reevaluating the investment menu trail regulations for top sponsor concerns.
Providers Losing Plan Sponsor Trust
According to Chatham Partners, plan providers may be at risk of losing their clients.
Arnerich Massena Appoints New Retirement Leader
Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.
When Procurement Is Involved in the RFP Process
Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
Pentegra Welcomes New Regional Director
Laura Grassi joins Pentegra Retirement Services as regional director for qualified plan sales.
A New Plan Administration Manager for TRA
The Retirement Advantage, Inc. (TRA), a retirement plan solutions provider, has appointed Charlie Pritzl as the firm's plan administration manager.
cover story
Leading the Charge
2015 PLANADVISER Adviser Value Survey - The Influence of Advisers on Retirement Plans
Tool Helps Participants Visualize Retirement Goals
An interactive Retirement Wellness Planner from the Principal Financial Group helps users manage, visualize and plan for their retirement savings goals.
