In Practice November 6th, 2023 Adviser Talks: Phil Sherman On Behavioral Finance (Video) Sherman, of Deschutes Investment Consulting, discusses the importance of communication style and language in reaching participants.
Client Service November 3rd, 2023 Digital 529 Payments Drive Ascensus Accounts Past $1B Payments on the platform are predicted to skyrocket in the coming year, in part due to the ability to pay...
In Practice November 3rd, 2023 The PLANADVISER Interview: Jose Minaya, CEO, Nuveen The head of TIAA’s asset management arm discusses his leadership style, focus on in-plan retirement income and how the financial...
Deals & People November 3rd, 2023 Retirement Industry People Moves – 11/3/23 T. Rowe Price elects Donnelly as independent director; Global investment manager names new COO; BlackRock head of retirement named to...
In Practice November 3rd, 2023 Open Enrollment Means Open Door to Participant Conversations While open enrollment season is generally seen as too crowded to push 401(k) saving, it is a time for many...
Compliance November 2nd, 2023 House Republicans Subpoena ESG Advocates The Judiciary Committee has called the CEO of As You Sow to testify in December.
Data & Research November 2nd, 2023 Morningstar Releases Ratings for States’ 529 Plans Only two received a gold rating among the 54 tax-advantaged education saving plans assessed.
Products November 2nd, 2023 Investment Product & Service Launches – 11/2/23 Vanguard to expand municipal bond ETF lineup; Planswell expands free offering to retirees; John Hancock Investment Management expands ETF lineup;...
Compliance November 2nd, 2023 Maximum Benefit and Contribution Limits Table 2024 Maximum Benefit/Contribution Limits for 2019 through 2024, with a downloadable PDF of limits from 2014 to 2024.
Products November 1st, 2023 Fidelity Launches CITs With Alternative Investment Exposure Nation’s largest recordkeeper seeks to bring direct real estate investing to plan participants.
Compliance November 1st, 2023 Safeguarding Proposal Remains Unpopular in Investment Industry The same criticisms of the proposal linger, but the SEC is continuing to push ahead.
Data & Research November 1st, 2023 US Consumers Cite Credit Card, Medical Debt as Common Culprits Delaying Retirement 30% of pre-retirees said credit card debt is putting post-work plans on hold, according to a new study by ScoreSense,...
Data & Research November 1st, 2023 Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Compliance November 1st, 2023 IRS Announces 2024 Contribution Limits The new limits come with guidance on all the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related...
In Practice November 1st, 2023 Adviser Talks: Leah Sylvester Discusses Preparing Plan Sponsors for Audits (Video) Sylvester, of Shephard Financial, discusses the importance of tracking the plan design decisionmaking process with clients.
Practice Management November 1st, 2023 Participant Education Requires Innovation, 1-on-1 Coaching in Hybrid Labor Market PLANADVISER spoke to experts about how they provide financial wellness education to meet the needs of today’s participants.
Data & Research November 1st, 2023 Participant Goals Show Need for Plan Design Improvements Many participants want to save more and retire at the traditional age, which will require advisers to help with thoughtful...
Practice Management November 1st, 2023 Long-Term Participants Create Challenges, Opportunities Participants are staying longer in 401(k) workplace plans. What does that mean for the future of plan advisement?
Compliance October 31st, 2023 DOL Publishes New Adviser Fiduciary Rule for Public Comment The proposal would make one-time advice for rollovers subject to ERISA.
October 31st, 2023 DOL Proposal Reactions Range From ‘Important Step’ to ‘Out of Touch’ Industry groups in the financial sector pushed back against the proposed amendments to fiduciary standards, while some championed it as...