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BY Fred Barstein 9/16/2013
The percentage of American workers expecting to work after turning 65 has risen more than three-fold since 1991, with 25% adjusting their timetable in just the past year, according to EBRI. More than a third (36%) of workers plan to work past 65, up from 11% in 1991 — with 7% indicating that they...
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BY Fred Barstein 9/13/2013
On Monday, Sept. 16, the CalPERS investment Committee will meet. The big topic: whether to move more aggressively to passive strategies. RIABiz’s Lisa Shidler describes how the retirement industry is closely watching the $260 billion bellwether pension fund, which already has 35% of its assets in...
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BY John Ortman 9/13/2013
In light of significant activity in Washington affecting retirement plans, the scope of NAPA’s upcoming quarterly webcast has been expanded to include an update on all regulatory and legislative developments, both recent and anticipated. The webcast, set for Sept. 24 at 2:00 PM ET, is sponsored by...
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BY John Ortman 9/12/2013
What are the current prospects for tax reform, especially in light of shifting priorities on Capitol Hill? NAPA Executive Director/CEO Brian Graff tackles that question in this month’s Washington Update video. As is often the case, the answer to the question involves numerous moving parts and what-...
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BY Fred Barstein 9/12/2013
According to an article in the Wall Street Journal’s “CFO Journal” reporting on a Duke/CFO magazine study, more CFOs are expecting to hire part-time and temporary workers, driven by Obamacare mandates and concerns about the economy. In addition, CFOs are expected to rely on outside firms and...
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BY Ray Harmon 9/12/2013
As Phyllis Borzi was informing the attendees of the Financial Services Institute’s annual conference this week that the Department of Labor’s forthcoming fiduciary standard proposal will be delayed, AARP released a study of the attitudes of 401(k) and 403(b) participants regarding fiduciary duties...
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BY John Ortman 9/11/2013
The IRS is focusing on top hat plans at nonprofit 501(c) organizations, a recent “compliance check” questionnaire from the agency’s Employee Plans Compliance Unit reveals. Plans include sending letters and questionnaires to nonprofits seeking a range of information, according to Linda Segal Blinn...
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BY John Ortman 9/11/2013
In last week’s Question of the Week we asked, "What percentage of 401(k) plan sponsors are 'very satisfied' with the overall service they receive from their plan advisor?" Here are the results of the voting, expressed in percentages:50%: 30%60%: 45%80%: 13%90%: 8%Other: 5%Looks like poll...
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