Luma hires annuities sales director; PBGC appoints new chief policy officer; OneAmerica selects RM leaders; and more.
Retirement plan advisers can help women overcome this hurdle by being aware of the issue and counseling them on benefits and other career issues appropriately.
Dimensional Fund Advisors converts several mutual funds into active ETFs and Investment Metrics launches factor analysis platform.
The Department of Justice says Aon’s acquisition ‘would create a broking behemoth,’ breaking apart the ‘Big Three’ insurance brokers.
The retirees’ main claim is that the plan’s use of mortality tables from 1971 and 1983 to convert default retirement benefits into the alternative benefits that they opted to receive constitutes unreasonable actuarial assumptions.
Some claims against Konica Minolta and its 401(k) committee were moved forward but all claims against the company’s board were dismissed.
It gives users access to their accounts and retirement income projections in the palm of their hand.
Attorneys have confirmed that the DOL has begun an audit initiative and is asking for a broad range of cybersecurity information and documentation.
Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine what they want to do when they stop working.
A Franklin Templeton webinar discussed whether the current climate is signaling the start of a new market environment.
Two bills recently introduced by Louisiana Senator John Kennedy add to the growing list of retirement-related bills that have been introduced.
The firm says data shows that individuals who engage with their retirement plan digitally save 52% more than those who do not.
Employees will be allowed to transfer up to 5% of their balances into a secure account that has exposure to certain cryptocurrencies.
