6 | planadviser.com july–august 2017
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INVESTMENT PRODUCT AND SERVICE LAUNCHES
Reflects an Evolving
There are some important
implications for the
future of the retirement
advisory industry in the
of LPL Financial’s
retirement arm and its
particularly NRP ...
Will Impact Expanding
The Department of Labor
fiduciary rule expansion
Retirement Income Security
Act fair-dealing requirements
in the sale and service of
health savings accounts.
Employers have a lot of
questions about what
Reflections on Roth
As Tax Debate Unfolds
Effectively managing income taxes over
a lifetime requires careful balancing of a
person’s current tax burden with his need
for tax diversification for his unknown future
during his retirement years.
Look Past Averages
Besides market returns, stress-testing the
impact of an individual’s behavior and
circumstances can be especially helpful.
ASCENSUS enhanced the digital experience for its
retirement plan clients and their employees. The enhancement
includes Intuitive home dashboards that highlight popular
performance metrics and tools.
CHARLES SCHWAB has expanded its suite of commission-
free exchange-traded funds (ETFs). The Schwab ETF OneSource
lineup now includes 15 new investment vehicles, bringing
Charles Schwab‘s total ETF offerings to 245.
has given independent
advisers and recordkeepers
access to its managed
its retirement income tool,
iRetire, enabling users to
project a decumulation
FIDUCIARY BENCHMARKS launched IRA Rollover, a
service that will help advisers comply with the new fiduciary rule.
STAYING IN TOUCH
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PHIL WALDECK is now
president and CEO of Prudential
Retirement, a division of
JESSEN FAHEY moved
to COHEN & STEERS, as vice
president on the wealth
management team, specializing
in the defined contribution
investment only marketplace.
JAMES HICKEY joined the
independent financial service
firm HD Vest as its new chief
Voya Financial Inc. hired
JEFF CIMINI to lead the
company’s retirement product