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Pension, Retirement & Markets: 5 Key Trends to Watch in 2020

Pension, Retirement and Markets: 5 Key Trends to Watch in 2020 highlights five trends in the capital markets and retirement industry which are expected to impact pension sponsors and retirees this year. U.S. Equity Market What are some cautionary signs in 2020 after the 2019…

What 401(k) RESA Legislation Means for MEPs and PEPs

By Pete Swisher, CFP®, CPC, TGPC Senior Vice President, Pentegra Retirement Services By now the retirement industry recognizes that MEPs will play an expanded role in the future of the U.S. retirement system. The question for most retirement specialists is what to do about it….

The Federal Government May Be Getting Serious About Retirement – Finally

…to defined contribution models. A comprehensive review of private retirement coverage, individual and household accounts balances, investment trends, costs and net returns, and retention and distribution during retirement. A comprehensive review of societal trends, including wage growth, economic growth, unique small business challenges, serial employment,…

How Are RoboAdvisors Changing the Investment Industry?

…grow. RoboAdvisors can offer a wide range of investment choices (including actively managed and niche assets), portfolio optimization and frequent portfolio rebalancing. However, there are a number of potential downsides and caveats with respect to RoboAdvisors: Lack of Transparency: There is no industry standard regarding…

Five Key Concerns for Retirement Plans in 2020

…As retirement plan providers and advisor-partners, it is incumbent upon our industry to remind plan sponsors of these responsibilities. In some cases, outsourcing these fiduciary responsibilities might be an even better solution. Distraction. This can be a significant contributing factor to litigation. As a recent…

A Brave New Digital World

…messages, and websites. Acting as a fiduciary for most of the clients we do business with in the ERISA 3(16) marketplace, we have had a keen interest in this topic for the past few years – and we are big proponents of the new rule,….

Supporting a Bill for Forming a Federal Retirement Commission

…contribution models. A comprehensive review of private retirement coverage, individual and household accounts balances, investment trends, costs and net returns, and retention and distribution during retirement. A comprehensive review of societal trends, including wage growth, economic growth, unique small business challenges, serial employment, gig economy,…

Five Key Concerns for Retirement Plans in 2019

…There appears to be no shortage of federal legislation being considered that could have major impacts on the retirement plan industry. The White House has issued an Executive Order that seeks the removal of some of the obstacles to certain types of open multiple employer…

Are More Modifications Needed Before We Feel SECURE?

When the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was finally signed into law on December 20, 2019, it was a cause for celebration among retirement industry professionals everywhere. After all, the SECURE Act was the first major legislation for our…

The Fiduciary Standards Conversation is Just Beginning

…actual change can take place before May. The running debate about the standards of care in the financial services industry is therefore beginning in earnest. The SEC is expected to weigh in on a uniform standard for brokers and investment advisers later this year; the…