The history behind the test and where it could potentially stand with the new fiduciary proposal.
401(k) Day: A Q&A with Qualified Plan Advisors’ Chuck Smith, J.D.
To celebrate 401(k) Day on Sept. 8, here’s how employers can take steps to raise awareness for the importance of financial literacy and how employers can help their employees build retirement security.
RIA team running 401K to promote 401(k) plans
Chuck Smith and his team at Qualified Plan Advisors will be running 401K, or 250 miles, in honor of National 401(k) Day Friday.
Voya Financial Developing Dual Investment Defaults
Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs.
Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of investment plan design.
Announcing 2023’s Plan Adviser of the Year Award Winners
The 2023 Retirement Plan Adviser of the Year winners were announced in six categories Wednesday night at the annual PLANADVISER Industry Leader Awards dinner in New York City.
What This Year’s RFPs Will Look Like
New technology, new priorities and traditional cultural connections should all be in focus as plan sponsors manage request for proposals processes.
In Face of Volatility, Diversity Rules in Retirement Plan Menus
Experts discuss how to diversify—and remain calm—despite the headlines.
What the SVB Collapse Teaches Us About Retirement Planning
The crash of Silicon Valley Bank and additional bank failures underscore the relevance behind proactive financial and retirement planning.
The Two-Thirds Retirement Plan: Do You Have Enough Guaranteed Income?
What should be a basic human right has become an unaffordable luxury for many. We’re talking about retirement, a reality that millions of Americans struggle to cover.