How sponsors of defined benefit pension funds can enhance their maintenance of those offerings, plus considerations for including DB plans in the total retirement planning picture.
‘It’s time to solve the problem!’ Workers want a steady retirement income stream
Employers depend greatly on their advisors and consultants – called “gatekeepers,” in a new retirement income white paper that says 83% of plan participants said their employers should offer in-plan retirement income options.
Retirement Income: Participant Needs Trump Demand
As in earlier solutions like auto features and target date funds, proactively providing innovations like retirement income show retirement plan decision makers are thinking ahead about what participants really need
Prime Capital Investment Advisors Announces Transition of National Retirement Practice Leader Matthew Eickman
Prime Capital Investment Advisors (PCIA) recognizes the achievements of Matthew Eickman, who is transitioning from his role as National Retirement Practice Leader at Qualified Plan Advisors, the firm’s retirement plan consulting business, to pursue a full-time career in law, writing, and public speaking effective July 2024.
The DOL Fiduciary Rule Is Final. Here’s What Is–and Isn’t–Different From the Proposal.
After six months, 20,000 public comments, and threats of a lawsuit, the Department of Labor has issued a final rule updating fiduciary status for retirement advisors.
Rebutting 7 Retirement Income Concerns
ERISA expert Bonnie Treichel and QPA adviser Matthew Eickman teamed up to consider common objections to in-plan lifetime income options.
Eickman Named Finalist For Client Advocate Of The Year
RIA Intel is delighted to announce the finalists for its third annual RIA Intel Awards.
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to consider.
2024 Top Retirement Plan Advisers
PLANADVISER is pleased to reveal the 2024 PLANADVISER Top Retirement Plan Advisers.
NAPA Top DC Advisor Team
The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans.