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John Iekel
By John Iekel | 1/3/2014
Aging population + shrinking workforce = retirement funding challenges. Many countries face this equation, and the fact that the world’s most populous one is among them underscores how widespread that problem has become. Recent research outlines China’s problem and what the likely responses to it...
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By John Iekel | 1/3/2014
One size doesn’t fit all. That’s a guiding principle of education, at least of children and adolescents. But that doesn’t always translate to education in all other situations, and teaching new financial advisors how to drum up new business is one of them. Jennifer Geoghegan, elite advisor coach...
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By John Iekel | 1/3/2014
Defined contribution plans are a centerpiece of the U.S. retirement system. But good design and laws such as the Pension Protection Act of 2006 that bolster those plans are not enough, argues a recent study, which suggests that good communication and effectively educating plan participants also are...
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By John Iekel | 1/2/2014
The most serious and high-profile municipal bankruptcy of 2013 was Detroit’s. The city’s financial crisis has had many ramifications, including how the city will — or even can — handle its pension obligations. Does Detroit’s experience point the way for other cities that face similar financial and...
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By John Iekel | 12/20/2013
The way public sector DB plans invest their funds underscores the importance of diversification and the value of global investments, a recent study by T. Rowe Price found. The study, “Expanding the Fixed Income Opportunity Set for Public Pension Plans,” says that while some public DB plans pursue a...
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By John Iekel | 12/20/2013
For advisors serving the DC market, knowing what plan sponsors hope to accomplish by making DC plans available to their employees can be the edge that helps them win a case or keep a client. A new report from JP Morgan Asset Management tackles that question.In “What Plan Sponsors Want from Their DC...
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By John Iekel | 12/18/2013
A week after the IRS issued new rules for in-plan Roth rollovers in IRS Notice 2013-74, commentary on what that guidance means for advisors and their clients is beginning to appear. Sidley Austin LLP notes that under this new guidance, plans have more power but also more responsibility: • New power...
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By John Iekel | 12/12/2013
Conducting in-plan Roth rollovers may be smoother thanks to IRS guidance issued Dec. 11. Under IRS Notice 2013-74, these contributions and earnings on them can be rolled over into a designated Roth account in the same plan: • elective deferrals in 401(k)s and 403(b)s• matching contributions•...
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