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May 28, 2015
Complex process leads to needless cash-outs
More than 40 years after passage of the Employee Retirement Income Security Act, the plan portability lawmakers envisioned for workers has been hampered by roll-in processes perceived as confusing by an increasingly mobile workforce. ... Full Story
News from BenefitsPro

May 28, 2015
Brokers drive voluntary sales
Benefits brokers were the primary drivers of growth in the voluntary market, according to Eastbridge Consulting Group. ... Full Story
News from BenefitsPro

May 28, 2015
Workers can’t be bothered with 401(k)s
Employees are participating in their 401(k) plans at a record rate, with record-high balances. But that doesn’t mean they’re taking an active role.... Full Story
News from BenefitsPro

May 28, 2015
HIT repeal surpasses majority in House
A major revenue source for the Patient Protection and Affordable Care Act may be about to go bye-bye.... Full Story
News from BenefitsPro

May 28, 2015
Fewer advisors means more automation: Celent
Automated channels will be necessary to firms that want to serve clients well. ... Full Story
News from ThinkAdvisor

May 28, 2015
Closing the investor-manager gap on hedge fund transparency
Report says new ideas for data management and new market practices needed. ... Full Story
News from ThinkAdvisor

May 28, 2015
Foundations’ impact investing largely talk, study finds
Foundation leaders see their main fiduciary responsibility as maximizing financial returns. ... Full Story
News from ThinkAdvisor

May 28, 2015
Talk of FINRA as advisor SRO rears its head again
Rep. French Hill said at FINRA annual he would 'explore' legislation to give FINRA advisor exam authority.... Full Story
News from ThinkAdvisor

May 27, 2015
Obama PBGC nominee awaits Senate approval
The White House announced the nomination W. Thomas Reeder Jr. as director of the Pension Benefit Guaranty Corp. last week. ... Full Story
News from BenefitsPro

May 27, 2015
Thousands of 401(k)s fail non-discrimination tests
More than 54,000 401(k) plans failed their most recent non-discrimination tests by the IRS, according to new data from Judy Diamond Associates. ... Full Story
News from BenefitsPro

May 27, 2015
James Moss Elected to IARFC Board of Directors
... Full Story
By Intl. Assoc. of Registered Financial Consultants

May 27, 2015
Employers dropping spousal coverage
Fewer employers are offering full or even partial spousal coverage, as corporations redesign their benefits packages in response to the shifting health benefits landscape.... Full Story
News from BenefitsPro

May 27, 2015
RIAs not completely off the hook with DOL
RIAs advising 401(k) plans that don’t have broker-dealer affiliations or revenue relationships with proprietary investment products will likely feel little impact from the Department of Labor’s proposed fiduciary rule, according to attorneys at Drinker Biddle. ... Full Story
News from BenefitsPro

May 27, 2015
Bryant University Wins National Financial Plan Competition
... Full Story
By Intl. Assoc. of Registered Financial Consultants

May 27, 2015
Habitual retirement saving higher among wealthy
Those who save habitually for retirement have higher incomes than those who don’t have the savings habit—and their incomes are considerably higher than the global average of habitual savers, too. ... Full Story
News from BenefitsPro

May 27, 2015
Families fail to discuss elder care costs
They’re worried about it, but that doesn’t mean they’re planning for it, or even talking about it. And the cost of elder care can derail retirement, whether it’s the retirement of those receiving care or the younger generation paying for it. ... Full Story
News from BenefitsPro

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