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Fiduciary Rule Could Curtail Providers’ Communications With Participants
by Lee Barney of PLANADVISER, 11/3/16

Broadridge looks at the new fiduciary rule’s “far-reaching implications for the retirement plan participant experience” and how to avoid pitfalls.

Putting Up Fiduciary Guardrails Can’t Wait
by John Manganaro of PLANADVISER, 10/26/16

“The history of the ERISA industry has shown that any time there’s real change there is also real opportunity that comes along with it.”

Video Series Helps Women With Retirement and Financial Security
by Rebecca Moore of PLANADVISER, 10/18/16

T. Rowe Price has released a seven-part, documentary-style video series created to help women navigate the unique challenges they face when saving for retirement.

Advice as a Fiduciary
by Fred Reish, Joan Neri of PLANADVISER, 10/12/16

Questions advisers are asking.

DOL Conflict of Interest Rule Could Force Staff Changes
by John Manganaro of PLANADVISER, 9/27/16
More than half of broker/dealers surveyed by the LIMRA Secure Retirement Institute believe some of their advisers will retire rather than sell under the new.

Most DC Plans Have Fixed-Fee Recordkeeping Arrangements
by Rebecca Moore of PLANADVISER, 9/26/16
The asset-weighted average expense ratio for defined contribution (DC) retirement plans is currently 0.42% versus the 2006 level of 0.57%, according to NEPC.

Student Loan Debt Has Minimal Impact on Retirement Savings
by Javier Simon of PLANADVISER, 9/21/16
The value of median retirement assets for participants with student debt at age 30 is $10,075 and the same for those without student loans is $10,680, according to a new report.

Study Finds Millennials Overconfident About Investment Knowledge
by Javier Simon of PLANADVISER, 9/15/16
Despite being overly confident about their investment knowledge, 94% of Millennials expressed a desire to learn more about investments, according to a new study.
8 results found.