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| Benefits & Administration |
| Rollovers to IRAs Won’t Slow Post Fiduciary Reform |
| Even before the Department of Labor (DOL) proposed reforms to the fiduciary advice standard under the Employee Retirement Income Security Act (ERISA), broker/dealers (B/Ds) with large adviser forces were already adapting their businesses away from commissions and proprietary products, says Bing Waldert, director at Cerulli Associates. In a new report, Cerulli explores the impact the DOL’s proposed conflict of interest rule may have on future rollovers to IRAs.Read more > |
| Mobile Transaction Capabilities Increasingly Available |
| Mobile transaction capabilities from retirement plan providers have gained much traction over the last few years, according to a new report from Corporate Insight. Thirteen of the 19 firms covered by its Retirement Plan Monitor (68%) provide at least one transaction on a phone application, tablet app or optimized mobile website. Every retirement plan provider analyzed by Corporate Insight enables participants to adjust their contribution rates from at least one mobile platform.Read more > |
