4+ day, 10+ hour ago   (403+ words) Among widowed adults surveyed by Ameriprise, 58% wanted someone with whom they could share financial decisions. As some adults cope with the loss of a partner who helped make financial decisions, advisers are stepping in with needed guidance, according to newly…...

1+ week, 1+ day ago   (367+ words) New investment options are a goal for 89% of surveyed sponsors, but a growing number want advisers to make the call. Retirement plan sponsors are turning to advisers for help and increasingly handing over plan decisions in the process. Fidelity Investments…...

1+ week, 1+ day ago   (83+ words) planadviser Employees who enter part-time employment or temporarily leave the workforce could see a larger than expected impact on their retirement savings, according to recent analysis by Pew Charitable Trusts’ State Fiscal Policy project, in a study on public sector…...

1+ week, 4+ day ago   (747+ words) Few deny the savings power of payroll deductions, whether paying into Social Security or saving into a retirement plan. Workers are enrolled in a retirement plan, money moves automatically from payroll into an account, and inertia begins working in favor…...

1+ week, 4+ day ago   (999+ words) For many retirement plan advisers, micro plans have long posed a difficult question: Are plans with just a handful of participants worth the time, effort and resources required to serve them? Nate Moody, a partner in and senior adviser at…...

2+ week, 4+ day ago   (290+ words) The qualification is designed to help providers whose roles include moving employers in and out of MEP and PEP arrangements. The American Society of Pension Professionals and Actuaries announced a new credential intended to help retirement plan professionals support the…...

3+ week, 5+ day ago   (825+ words) Co-founders of an OCIO services provider argue that traditional bond allocation in a 60/40 portfolio comes up short in diversification. For the past hundred years, the classic 60/40 portfolio—allocating 60% to equities and 40% to fixed income—has been the default portfolio for…...

3+ week, 1+ day ago   (211+ words) The offering, set to launch in September, will allow advisers to provide investment recommendations that clients can review and implement themselves. Launching in September, with an open waitlist for advisers already available, the offering will enable advisers to provide ongoing…...

3+ week, 1+ day ago   (466+ words) Marsh names Thomas Cannataro as U.S. wealth management leader; Citi Wealth hires Alex Kokolis as head of investments platform experience; Kestra Financial appoints Kelly Apple head of wealth management; and more. Marsh LLC announced that Thomas Cannataro joined Mercer as its…...

3+ week, 3+ day ago   (495+ words) According to an Allianz study, 54% of adults without children feel confident about their ability to meet savings goals for retirement, compared with 72% of parents. While child-related costs would seem to deter retirement savers’ investments, new research suggests parents may be…...