The application window for the 2014 NAPA DC Fly-In Forum is now open. Applications from qualified plan advisors to attend this year’s Fly-In Forum will be accepted until the limit on Forum delegates is reached — so don’t delay. This year’s Fly-In is set for Sept. 30-Oct. 1 in Washington, D.C. To... READ MORE

Most plan sponsors are reluctant to make a change in their plan if nothing is broken internally. In the absence of some significant pain being experienced, management will normally assume that no change is warranted. Few plan sponsors are able to envision the team requirements that are necessary to... READ MORE

The Daily will not publish on Monday as we observe Martin Luther King Day. There will be about 72 hours in the long weekend. Take half an hour to reacquaint yourself with the intellect and righteousness of Dr. King, one of America’s true giants:• watch his “I Have a Dream” speech at the March on... READ MORE

ING U.S. announced details Jan. 13 of the firm’s transition to Voya Financial later this year. The various ING U.S. businesses and legal entities plan to complete their transition to Voya on the following schedule:• April 7, 2014 — ING U.S., Inc., ING U.S.'s publicly listed holding company, plans... READ MORE

Financial advisors have yet to coalesce around a common methodology or set of products for generating retirement income for their retiree clients, making it more challenging for fund companies and annuity providers to leverage this market. Given today’s low interest rate environment, most advisors... READ MORE

The John Hancock Investor Sentiment Index moved upward slightly in the fourth quarter of 2013, from +20 to +22, as investors grew increasingly positive toward investing in equities. The Index ended 2013 four points higher than the fourth quarter of 2012 and seven points higher than the same period... READ MORE

Labor Secretary Tom Perez has been lobbying Democrats in Congress lately, advocating for the redefinition of fiduciary rule (now referred to as the “conflict of interest rule” by DOL officials) promulgated by his department’s Employee Benefits Security Administration, InvestmentNews reports.Over... READ MORE

Financial advisors are upbeat as the new year draws near, expecting 2013’s bull market to continue in 2014. A huge proportion see good times ahead, according to a survey of 800 advisors conducted by the SEI Advisor Network, a provider of outsourced asset management and practice management programs.... READ MORE

With $18 billion in AUM and robust existing infrastructure including personnel, expertise and technology, Edelman Financial Services’ “Edelman Online” service has a leg up on the competition in the crowded online advice marketplace. “The technology has evolved to the point where we can effectively... READ MORE