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Rich kids banking on their inheritance for retirement security

June 7, 2018

At first glance, it may look like brazen entitlement: Sixty-three percent of affluent children between the ages of 18 and 22 say financial stability in retirement will depend on inheriting money. As in, the money their parents spent a lifetime...

Why 401(k) advisers should heed TPA consolidation

June 6, 2018

Third-party administrators have been in the spotlight following a string of recent acquisitions, and retirement plan advisers should take note. TPAs, which provide administrative services to defined-contribution plans, have been getting more...

401(k) advisers, is your value proposition even valuable?

June 6, 2018

If you talk to any marketing consultant, one of the top things they bring up is having a value proposition. This is commonly known as your "elevator pitch." Basically, if you're at a cocktail party, how do you describe what you do to people?...

Vanguard: More than half of 401(k) participants invest solely in target-date funds

June 5, 2018

Participants in defined contribution plans are relying more on professionally managed investment options, especially target-date funds, Vanguard Group reported Tuesday. The portion of participants investing in these options climbed to 58% last...

Allianz and Vestwell partner on 401(k) distribution

June 5, 2018

Allianz Life Insurance Co. of North America has forged a sales partnership with Vestwell designed to distribute the 401(k) robo-adviser's services through thousands of independent retirement-plan advisers. Allianz, which offers insurance products...

Medicare trust fund will be exhausted in 2026, three years earlier than expected

June 5, 2018

The main trust fund behind Medicare, the U.S. health-care program for the elderly and disabled, will be exhausted in 2026, three years earlier than was projected a year ago, the government said Tuesday. Medicare's Board of Trustees blamed the...

2034 is a pivotal year for Social Security

June 5, 2018

The combined reserves of the Social Security trust funds are expected to be depleted in 2034, the same time frame projected last year, according to the latest annual report from the Social Security and Medicare Board of Trustees released Tuesday....

Invesco sued for 'indiscriminately' loading 401(k) plan with in-house funds

June 4, 2018

Invesco has been sued for allegedly stacking its 401(k) plan with proprietary investments, joining the ranks of more than 20 asset managers who have had to defend against similar claims of mismanagement by employees seeking to claw back lost...

2019 Social Security cost-of-living adjustment could top 3 percent

June 4, 2018

The annual Social Security cost-of-living adjustment for 2019 could top 3% in 2019, which would be the largest increase in seven years, according to a new estimate released by The Senior Citizens League, a nonpartisan advocacy group representing...

Taxpayer lobbying group sues to kill California automatic retirement savings plan

June 4, 2018

A taxpayer lobbying organization sued to halt implementation of the California Secure Choice Retirement Savings program, a new state defined contribution plan for private-sector workers that do not have access to a tax-favored retirement plan....

FAANGS and other forces that could disrupt business for retirement plan advisers

June 2, 2018

If there is anything that recent history has taught participants in the retirement-plan market, it's that change is coming faster than expected. Regulation and technology are two of the biggest drivers of recent changes, so it's likely they...

More retirement plan participant data, please

June 2, 2018

To many advisers serving individual investors, the sizable AUM figures of advisers specializing in defined contribution plans are tantalizing. But although the assets under their management may be substantial, retirement-plan specialists sometimes...

Retirement adviser aggregators want teams, not individuals

June 2, 2018

Greater competition and regulatory demands, as well as the need for more spending on technology, are making it increasingly difficult for advisers serving a limited number of retirement plans to continue in that business. Couple those trends...

Retirement plan advice industry in new growth phase

June 2, 2018

At the inaugural InvestmentNews Retirement Plan Advice Think Tank in New York on March 28 and 29, much of the discussion was about collaboration — between aggregators and providers, and among themselves. Why now, and what were some of the...

Retirement plan advisers must weigh aggregator options

June 2, 2018

Retirement-focused aggregator firms have been swelling their share of defined-contribution assets and advisers, but joining such groups requires careful consideration. Each aggregator has a unique model that may entice some advisers but not...

Factors that determine a retirement plan adviser's value

June 2, 2018

Virtually everyone in the retirement plan business concedes that determining the value of an adviser's plan business is challenging. For one, so many variables determine it, noted Pam Popp, president of Lockton Retirement Services. These include...

Retirement plan adviser sales mostly for small players

June 2, 2018

The approach of retirement age for many advisers and the need to meet regulatory and technological demands are driving small-plan advisers to sell to larger specialized firms. But massive consolidation that would create an industry of just a...

Consolidation of the defined-contribution market

June 2, 2018

The retirement-plan intermediary space has been "a game of two halves" for many years. Traditional consulting firms have dominated the market for large and mega-size plans, while broker-dealers and registered investment adviser firms have done...

Advisers can learn a lesson from Costco

May 31, 2018

Financial advisers — and plan sponsors — could help investors the most by taking a page from Costco: Offer fewer choices at lower cost. The takeaway: Providing lots of options isn't in the best interests of most investors, according to a...

Legg Mason hopes to reverse TDF fortunes with MassMutual deal

May 30, 2018

Legg Mason is making another attempt at breaking into the target-fund market through a partnership with Massachusetts Mutual Life Insurance Co., a move that hints at the challenges asset managers have faced in 401(k) distribution and emerging...

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