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A reader notes, “the MEP topic at the NAPA 401(k) Summit sparked some interesting discussion among advisors during the peer session” – and wonders if advisors see their emergence as a threat to your business. Well, do you? MEPs, or multiple employer plans – more specifically “open” MEPs – have... READ MORE
The Labor Department isn’t letting its Association Health Plan rule go down without a fight. On Friday, the Labor Department filed notice that it intends to appeal a March ruling by U.S. District Judge John Bates to the United States Court of Appeals for the District of Columbia. A month ago... READ MORE
Congress returns this week from its two-week spring break, with plans to consider bipartisan retirement security legislation to make it easier for businesses to offer retirement plans and for individuals to save for retirement.   House Majority Leader Steny Hoyer (D-MD) reportedly announced in a “... READ MORE
Many factors are in play when designing a retirement income strategy. An analysis from T. Rowe Price argues that investors’ preferences and tolerance for risk should be the top consideration.  In “Incorporating Behavioral Risk Preferences in Retirement Income Strategy Design,” T. Rowe’s Anna... READ MORE
Creating a plan for retirement can lead to a greater sense of confidence and control, but a new study suggests that a surprising percentage of the general population hasn’t even considered doing so. In fact, while many say they’ve “thought about it,” only 18% of respondents have created a... READ MORE
Consistent performance and downside protection are valued more by DC plan participants than funds that seek to outperform the market are, according to a recent report.  Concern over recent market volatility has made participants less confident regarding the performance of their retirement plan... READ MORE
It’s easy to assume that if everyone did their part individually, a team would function smoothly and efficiently, but group dynamics, synergy and demographics all can either contribute or detract from an investment committee’s effectiveness. A new white paper from investment advisory firm Arnerich... READ MORE
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., has launched a new advisor managed accounts platform that aims to make it easier for Registered Investment Advisors (RIA) firms and their advisors to offer a managed accounts solution to their retirement plan clients.... READ MORE
In response to growing interest in Environmental, Social and Governance impact investing, LeafHouse Financial has created a proprietary system and process that results in the ability to integrate ESG investments into retirement plans.  Called the LeafHouse Investment Sustainability System, the... READ MORE
As financial advisors navigate an increasingly digital, low-cost and fee-transparent landscape, increasingly they are being tasked with redefining the client experience to capture and retain assets, according to new research.  To remain competitive, not only must advisors’ definition of advice... READ MORE