The CEO won’t go to Franklin Templeton in Putnam acquisition but will be “in part focused” on the strategic partnership kept through an investment stake.
Roth catch-ups, Roth matches and student loan matches are all high on plan sponsors’ agenda.
The company also acquires an insurance lead-generation platform as it grows across insurance, benefits, retirement and wealth management.
Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.
Many comments offered tepid support for the SEC’s goal and asked for greater flexibility in reporting and rule harmonization.
Potomac makes model strategies available at American Trust Custody; Central Pension Fund partners with V3locity; Lumen Advisors and Sparo announce collaboration; and more.
More states are set to offer state-facilitated retirement plans as the AARP calls for the Pennsylvania state legislature to vote yes.
NFP and its Wealthspire Advisors division bring on a Virginia-based corporate retirement advisory, TPA and wealth manager.
Republicans and Democrats are mostly speaking past each other on ESG, which could create regulatory risk and uncertainty going forward.
Retirement and wealth head discusses the firm’s IRALogix-backed offering to extend further into wealth management solutions for participants.
Renamed, Hub Heartland will be led by Valerie Bogdan-Powers, Horan’s former division president.
Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president and chief operating officer.
The parent of the Cetera Financial broker/dealer network adds $1.4B RIA; meanwhile, another PE-backed advisory, Mercer Advisors, gets new backing from Altas.
Morgan Stanley at Work study reveals retirement saving erosion, as retirement head Bunnell notes the ‘central role’ of retirement plan advisers in times of volatility.
The incentive is available for first-time savers making $60,000 or less.
