Results for "defined benefit plans"

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New tax law could increase pension risk transfers

February 14, 2018

Pension risk transfers are poised to pick up this year as employers race to meet a tangential deadline imposed by the new tax law. A pension risk transfer allows employers to offload the risk associated with their defined-benefit plans to an...

DOL fiduciary rule will cause retirement plan advisers to outsource liability

March 20, 2016

Outsourced investment advisory services for 401(k) plans stand to reap the benefits of the Labor Department's proposed rule to raise investment advice standards in retirement accounts. The rule would make fiduciaries of any 401(k) adviser giving...

3 tips for tomorrow's retirement plan adviser

September 21, 2014

25 years ago, the main focus for retirement plan advisers was picking funds for a 401(k) in-vestment menu. While that seems increasingly anachronistic, one of the original selling points of the 401(k) was that it offered a broad range of choice...

Pension giants out of sync with alternative investments

September 3, 2015

When multi-billion-dollar pension funds start darting in and out of alternative-investment strategies, it should raise some questions about what really represents so-called smart money. Regarding the report this week that the board of the $191...

Tick, tick, tick: Fannie Mae employees must decide by June 4 on retirement assets

May 26, 2015

Investment advisers and brokers in the Washington, D.C., area may be getting new business from current and former employees of a federal housing agency who must decide within the next week what to do with their retirement funds. The Federal...

Slow start to Obama's grand 'MyRA' retirement savings program

January 20, 2015

Almost a year ago, President Barack Obama outlined a modest but important program designed to encourage workers to save for retirement, especially if they don't have a 401(k)-type plan through their employer. In the 2014 State of the Union,...

Is your core strategy getting flabby?

December 21, 2014

With a historic amount of assets shifting between asset management firms, many retirement plan advisers and plan sponsors are re-examining their bond investing strategies. Just about every plan participant has an allocation to core bonds, which...

The Fiduciary Journey

May 1, 2016

As the room fills to capacity on April 6 with celebratory lawmakers and advocates awaiting the Labor Department's final fiduciary rule, the champion of the measure, Phyllis Borzi, stands quietly at the back.

Debt dims boomers' retirement prospects

July 18, 2016

What is the biggest difference between baby boomers' retirement and that of their parents? Many people would say disappearing pensions. But even in the heyday of traditional pensions in 1979, fewer than 40% of U.S. workers were covered by a...

Choosing default investment alternatives for 401(k)s requires close due diligence

May 25, 2016

Target date funds are the runaway top choice to serve as the default option for 401(k) plans. According to the Plan Sponsor Council of America, over 80% of all 401(k) plans elect to use a Qualified Default Investment Alternative (QDIA) and over...

Why the inventor of 401(k)s came to view them as 'monsters'

May 19, 2016

The father of the 401(k) grew to think the plans were better at sending fees back to the financial industry than helping savers. “He believed in doing the right thing.” Mark Cuban says with “100% certainty” that the market will tank...

Your next client? Meet the six-figure skilled laborer

January 12, 2015

Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks. A recent story in the Wall Street Journal detailed a success story that most financial advisers don't see...

Retirement plan sponsors want more from advisers

November 20, 2014

Retirement plan sponsors want better service from financial advisers, according to Fidelity Investments'annual survey on plan sponsor attitudes. “We're seeing that the conversation between plan sponsors and advisers is starting to change,”...

Some retirement plan record keepers resort to aggressive sales tactics with proprietary products

March 27, 2016

Throughout 2014, financial adviser Barbara Delaney repeatedly made the case for using a lower-cost target-date-fund share class on behalf of her client, an employer sponsoring a 401(k) plan. The plan's record keeper, however, which also happened...

BlackRock launches retirement income calculator

November 2, 2015

BlackRock has launched a retirement income tool to help advisers have the sometimes difficult conversations with their clients about saving more for retirement. Using the firm's retirement income indexes — known as CoRI, which stands for "cost...

Soldiers lured out of federal retirement plan

August 12, 2014

John Turner suspected that brokers were encouraging federal workers to ditch their top-flight retirement plan. So he went under cover. The former U.S. Labor Department economist called representatives at companies such as Bank of America Corp.,...

Longer life expectancies are killing pension funds

February 17, 2015

Pension fund strategies never factored in that people would live as long as they're living. It is a real and growing problem. Mamas, don't let your babies grow up to be pension fund managers Stories of investors being ripped off by advisers...

Why security in retirement is often luck of the draw

January 16, 2015

From a historical perspective, clients seeking to retire at the present time are facing a tough environment. This is a matter I've been working to quantify. We all face an intense vulnerability regarding our lifetime sequence of market returns....

GAO report calls for more disclosure of managed accounts in 401(k)s

July 31, 2014

The U.S. Government Accountability Office is calling on the Labor Department to step up disclosure requirements for managed accounts in 401(k) investment lineups. In a 92-page tome released on Tuesday, the GAO discussed its analysis of eight...

Hartford Financial Services Group names a new CEO

June 9, 2014

Hartford Financial Services Group Inc. promoted Christopher Swift to chief executive officer to replace Liam McGee, who is stepping down after a medical procedure related to a brain tumor. Mr. Swift, the 53-year-old chief financial officer who...

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