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Hundreds of retirement plan advisors met in Nashville Sunday for the National Association of Plan Advisors’ (NAPA) annual conference, just weeks after the Department of Labor released its final version of new fiduciary rules that will dramaticall...
Automated investment allocation platforms, the so-called robo advisors, have made a splash in the retail advisory world, but less so among workplace retirement plans. ...
The latest numbers on the U.S. retirement crisis are in, and they point to a massive opportunity for financial planners if they can meet the challenge of providing unbiased retirement advice in a new fiduciary world...
Defined benefit (DB) plans’ decline among private companies has been well documented, in part because sponsors wanted to move away from carrying a liability they may not be able to meet. “A lot of times the management of the defined...
The Department of Labor’s final fiduciary rule, released Wednesday, differed enough from the proposed version that the DOL felt compelled to publish a lengthy chart detailing where the two diverged...
The financial industry is in a tizzy as the Department of Labor released the long-anticipated final version of the new rules addressing conflicts of interest in retirement advice earlier today. Weighing in at over 1,000 pages, the collected...
The Department of Labor today released its final rule requiring advisors overseeing retirement accounts to act under a fiduciary standard to put their clients’ interests ahead of their own...
Back in 2013, the Department of Labor issued guidelines for retirement plan fiduciaries around implementing customized target-date funds, as opposed to the off-the-shelf variety...
Gerry Desmond, a retirement plan consultant with Arthur J. Gallagher & Co., says that whenever it seems fees for retirement plan consultants have reached a “new bottom,” they go lower...
