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Defined Benefit Specialist II or III Nova 401(k) Associates
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Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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44 Matching News Items |
| 1. |
Empower
Aug. 12, 2025
"68% currently use private market investments ... 58% of advisors familiar with them would recommend them in retirement plans. 66% say ERISA/Regulatory clarity would increase their likelihood of recommending private market investments in retirement plans. This rises to 75% for advisors who also serve on pension/DB plans."
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| 2. |
Susan Mangiero, in Advisor Perspectives
Nov. 20, 2025
"Unlike publicly traded funds, data about alternative investment funds is not always readily available nor easy to interpret.... Financial advisors can help retirement plan participants navigate the brave new world of customized alternatives by doing a deep dive into what's available and how they compare with traditional bonds, cash, and stock. This is easier said than done. New products won't have a long track record. Performance metrics will differ."
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| 3. |
Advisor Perspectives
May 31, 2022
"Here are a dozen observations.... [along with] a composite disclosure document that the profession can rally around. At the very least, it shows you the thinking of people who have put a lot of thought into this issue."
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| 4. |
Benefits Quarterly via the International Society of Certified Employee Benefit Specialists [ISCEBS]
May 16, 2022
15 pages. "Plan sponsors, advisors and employers need to understand the differences in financial perspectives and retirement security by racial and ethnic groups and identify strategies to help reduce disparities and improve benefit programs and their outcomes. Human resources and employee benefit strategies -- as well as bigger picture organizational strategies that support human resource strategies -- can improve retirement security for these Americans, while other solutions can benefit individuals without access to employer-sponsored retirement plans."
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| 5. |
Advisor Perspectives
Aug. 1, 2019
"[H]olistic tools are sorely needed to give fiduciary advisors a bridge between 'investment-oriented' retirement income generation and annuity-oriented approaches to retirement income. The advice industry still treats them as mutually exclusive. Better tools and investment products can help fiduciary advisors easily blend these approaches."
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| 6. |
Ken Steiner, FSA Retired in Advisor Perspectives
Mar. 7, 2017
"The actuarial approach anticipates that many things will change each year, and the client and financial advisor will meet periodically (I recommend annually) to revisit and recalculate the plan to reflect those changes. Some financial advisors, however, doubt their clients will like the potential budget variability under the actuarial approach. But this variability can be managed using rainy day funds, transference of funds between spending buckets or by smoothing the actuarially calculated budget."
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| 7. |
Fred Barstein for National Association of Plan Advisors [NAPA]
Feb. 1, 2016
"[T]hrough an RFP, plan sponsors not only get a chance to speak with other advisors and get their perspectives on how they can help companies manage their retirement plan, the RFP engages the plan sponsor in the process -- beginning with what is important to them when selecting or using a plan advisor. Engagement in their retirement plan by plan sponsors is key to a successful plan, and selecting the right plan advisor is arguably the most important decision they will make."
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| 8. |
Advisor Perspectives
July 6, 2023
"The process employed to maintain a system's sustainability over time can be more important than the assumptions and tools used to project future experience. Therefore, [advisors are encouraged] to utilize the general actuarial process (or something similar) on an ongoing basis when consulting with their clients about retirement finances."
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| 9. |
Advisor Perspectives
Aug. 18, 2010
Excerpt: Advisors would like to think that investment performance sells plans. This is not the case. While 77% of respondents were dissatisfied with returns from the investment options in their plans ? who wouldn't be, in this market? ? only 48% considered underperformance to be a 'major concern.' Compare this to the 74% who were very worried about meeting their fiduciary obligations and the 87% who were struggling to keep up with ever-changing Department of Labor regulations.
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| 10. |
Advisor Perspectives
Apr. 15, 2025
"This may be the beginning of the long-awaited U.S. stock market crash, but even if it isn't those near retirement need to protect themselves from sequence-of-return risk that can ruin the rest of their lives. Only a few TDFs provide this protection, but they all should.... There's precedent for safety near retirement that was set at the June 2009 joint hearings of the SEC and DOL. But that was 16 years ago, so that is mostly forgotten -- until now. It's time to fix TDFs."
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