Displaying 7743 results
Asset managers’ approach to DC plan advisors needs a rethink
Retirement plan advisors who are ‘dabblers’ and ‘nonproducers’ need more than siloed coverage, Cerulli says.
Data shed light on how much 401(k)s pay advisors
It's becoming less common to be paid through fund expenses, and compensation by large plans is going down, according to the 401k Averages Book.
BlackRock hires Goldman exec to head OCIO unit
The outsourced chief investment officer industry’s business is expected to grow more than $10 billion annually over the next five years, according to Cerulli.
A government site for all your 401(k) data?
The Government Accountability Office wants Congress to mandate a national 401(k) dashboard.
NAPA launches pioneering retirement income program for advisors
First-of-its-kind course aims to help advisors articulate the value of retirement income solutions to complement 401(k) plans.
US annuity sales hit a fresh record in 2023: Limra
Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.
Hub woos small businesses with pooled retirement plan option
The firm's pooled employer plan gives small business owners the chance to offer workers 401(k)s at lower costs.
Social Security fixes include raising retirement age, taxable income cap: Conference Board
Report from policy think tank details the program's financial problems and suggests a number of reforms.
Fintech Pontera partners with Captrust
Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.
OneDigital inks deal for Wintrust’s retirement advisory business
The acquisition will see $2.6 billion in retirement planning assets for over 40,000 participants added to OneDigital’s book.
Wealth management division helps propel Empower to new records
The 10-year-old firm has seen strong growth in its assets, client base, and earnings.
DOL retirement security rule would be ‘disastrous,’ GOP rep says
Democrats at a House hearing say the retirement rule will ensure workers, retirees and retirement plan sponsors receive advice that is in their best interest.
New York state pension fund selling holdings in Exxon, other energy companies
The retirement fund says it plans to now focus on investments in utility companies and their efforts to shift away from fossil fuels.
Retirement income literacy lacking among older Americans
The study exposes demographic fault lines in financial knowledge, with advised individuals scoring higher on several fronts.
What, me worry? Most people’s retirement egos are inflated
While many say they can easily cut spending in retirement, one advisor says it's not so easy.
Deep client relationships drive culture at Advus
Mark Lamoriello, CEO of Advus Financial Partners, explains why client relationships not AUM drives his firm.
EBSA reports $1.4B recovery haul from 2023 enforcement actions
The DOL unit closed nearly 200 criminal investigations and recovered more than $840 million through formal enforcement actions.
Target-date funds hit $3.5T in record surge
Mutual funds narrowly maintained their lead over collective investment trusts, but CITs are growing faster, suggesting a potential shift in leadership this year.
Student loan debt negatively impacts 401(k) contributions, study reveals
Employee financial wellness programs can help get retirement savings back on track.
Milliman headed to trial over its 401(k)
The case revolves around three collective investment trusts in the plan that were subadvised by the firm.
