Cetera Confirms Winding Down of J.P. Turner
Cetera Financial Group confirms plan to close J.P. Turner brokerage.
News
Retirement Industry People Moves
Jamie Ohl leaves Edward Jones for Lincoln Financial Group; Daniel Caffrey joins The Retirement Advantage; Barbra A. Byington and Christopher Jarmush receive promotions at Gallagher Fiduciary Advisors; Brett...
Annuitization Costs Dropped During Q2
A BlackRock analysis finds the cost of future retirement income dipped in the second quarter—the first substantial quarterly drop since at least 2013.
Terminated Participants Require Fiduciary Care
ERISA dictates a list of best-interest requirements when managing terminated plan participants.
Lawmakers Press Perez to Redraft DOL Fiduciary Proposal
A group of mostly Republican Congressional representatives are urging Secretary of Labor Thomas Perez to scrap the current fiduciary rule proposal.
Retirement Problem Spans Coast to Coast
Find out how your home state performs in a new set of national retirement readiness rankings.
John Hancock Offers HelloWallet Financial Wellness Program
HelloWallet will become part of the Total Retirement Solutions platform in the fourth quarter.
Total 401(k) Contributions Reach Record Levels
But average account balances dipped slightly in second quarter, Fidelity says.
Roadside Trouble Sparks Anxiety
Energy bars? Check. Hand sanitizer? Check. Anxiety, anger, helplessness? Check again. When a car breaks down, most drivers experience a range of unpleasant feelings.
The Social Security System Can Be Fixed
Although it is projected to become insolvent in 2034, researchers say a small payroll tax increase could save it.
Deloitte and Penbridge Expand Pension Services Partnership
The firms announced an “expanded array of defined benefit plan services” after nearly a year and a half of partnership on risk transfer services.
Employee Fiduciary Launches Financial Adviser Directory
An online directory connects plan sponsors to advisers nationwide.
Roth IRA Investors Differ from Traditional IRA Investors
Three-quarters of Roth IRA investors opened their accounts with contributions only.
Transamerica, Benefits Provider Partner on Multiple Employer Plan Service
The two companies will handle all of the plan administration.
Study Suggests Millennials Interested in Annuities
Many are looking beyond traditional savings vehicles to fuel their retirement, the Indexed Annuity Leadership Council says.
App Compares Retirement Health Care Costs
Advisers can use the HealthView Explorer app to spark conversations about health care costs in retirement.
LPL Program Can Cut Vendor Costs
The Vendor Affinity Program aims to provide a pricing advantage for LPL advisers.
SEC Faces Its Own Debate on Fiduciary Advice Standards
Transcripts from a tough SEC hearing called earlier this month show it's not just the Department of Labor considering changes to the application of the fiduciary standard.
Social Media Support from Fidelity Clearing and Custody
New offerings from Fidelity help advisers shape and expand their online presence.
Voya Enhances Participant Website and Enrollment Experience
The myOrangeMoney participant website has been enhanced with retirement savings planning features that address Social Security and health care costs.