Tag: Advice

Being overly accommodating to clients seems like a logical way for plan advisers to run a business—but sometimes it can actually endanger it.

 Only half the clients of advisers surveyed have realistic expectations about the amount of income their investments will provide in retirement, Russell Investments found.  

Retirement plan participants need investment advice, and from the right place, according to panelists at the 2012 PLANSPONSOR National Conference.

Distinguishing between education and advice is among the most difficult issues when updating the definition of fiduciary, according to a Department of Labor (DOL) official.

When discussing how plan sponsors can protect against litigation, the main message from panelists at the 2012 PLANSPONSOR National Conference concerned documentation.

The term “retirement readiness” is all the buzz, but what does it really mean for plan participants?

At the 2012 PLANSPONSOR National Conference, plan sponsor panelists shared their retirement plan success tactics, such as mandatory enrollment meetings and personalized communication.  

The Government Accountability Office (GAO) reemphasized its recommendation that the Department of Labor (DoL) provide guidance for defined benefit (DB) plans that invest in alternatives.

A webcast by The Spark Institute examined details of the Department of Labor’s (DoL) final 408(b)2) regulation. 

Americans understand they have more responsibility than ever for their retirement security, but they expect the government to provide a social safety net. 

Mercer has aligned its investment organization to meet changing client needs and to advise on challenging market conditions.

The Internal Revenue Service has issued a number of Revenue Procedures revising procedures for furnishing advice to employee plans. 

Despite widespread economic volatility in 2011, 80% of Americans in an Allianz Life survey said they will not focus on financial planning in their resolutions for 2012.

“Comprehensive” is a key word, according to a new Wells Fargo poll of affluent Americans regarding retirement; they might say they have a plan, but what does that...

MetLife Mature Market Institute has released a free consumer retirement planning guide, The MetLife Tips for Types Workbook.  

Although one in five mass affluent investors are saving more this year than last, many are struggling to reach long-term financial goals, according to a Bank of America survey....

A PSCA survey found that while companies are in the process of restoring contributions, they are also increasingly focused on plan investments.

MassMutual Retirement Services launched RetireSmart TV, a series of online videos covering a range of financial topics, featuring Farnoosh Torabi.

A revised handbook for multiemployer plan trustees and administrators has been released from the The International Foundation of Employee Benefit Plans.