15th Anniversary of RPAY: the Prince Group
When the Prince Group won the Retirement Plan Adviser Team of the Year award in 2010, it did not offer...
News
Lively Adds Personalized Investment Guidance to its HSA
The new feature is powered by Devenir.
Ascensus Launches Mobile Retirement Savings App
The READYSAVE app will leverage behavioral prompts to drive better outcomes.
ICMA-RC Expands Virtual Financial Planning Services for Retirement Plan Participants
The move will expand the availability of the firm’s Certified Financial Planners to working and retired participants.
Nationwide to Waive Fees for Eligible Retirement Plans
The goal is to help sponsors address COVID-19’s impact.
Four Things to Know About Changes to Employer Contributions
Advisers can play an important role in helping plan sponsors understand the options available to them, as well as the...
Investment Product and Service Launches
ISS ESG releases new ESG fund rating and EPIC Retirement releases managed account feature to service providers.
DOL Motives for Fiduciary Rule Questioned in Public Comments
Consumer groups and advocates of the fiduciary adviser industry want the Department of Labor to reconsider aspects of its proposed fiduciary rule.
Unemployed Older Workers at Risk of Involuntary Retirement
Retirement Equity Lab says if these exits continue, they will increase old-age poverty and worsen the recession.
Musician Union Pension Clashes with U.S. Treasury
Congress is divided on how to address the union pension funding crisis, which is exemplified by the plight faced by the American Federation of Musicians and Employers’ Pension...
Advisers Giving Back: Bruce Lanser at UBS
During and after his daughter’s career as an elite speed skater, Bruce Lanser at UBS has been volunteering his time...
Cyberattacks More Prevalent Among Smaller Businesses
The unexpected economic downturn caused by COVID-19, along with the rapid shift to remote work, made those businesses with few...
SEC Proposes Overhaul of Retail Fund Disclosure Framework
The proposed disclosure framework would feature ‘concise and visually engaging shareholder reports,’ according to the federal securities market regulator.
DOL’s ESG Restrictions Prompt Retirement Industry Head Scratching
Broad based demand is building among U.S. retirement plan investors for access to environmentally and socially responsible investments, leaving industry...
Edward Jones and Age Wave Examine New Retirement Concerns
Financial advisers have a large impact on how confident older workers are during retirement.
$10M NRECA Settlement Agreement Includes Administrative Changes
In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis.
CARES Act Withdrawals From TSP Averaged $26,270
The nearly 4,000 withdrawals totaled almost $100 million.
‘Super Savers’ Remain Confident Despite COVID-19 Market Volatility
But those who fall short on saving are experiencing financial stress.
Employees Need HSA Education, Especially Now
Education is vital for all benefits, and especially now for health insurance coverage, says Fidelity Investments.
EBRI Shows Risk in Taking CRDs and Loans
One scenario in the study predicts a 54% reduction in retirement account balances if a participant were to fail to repay a coronavirus-related distribution.