The New Vesting Schedule Debate

The New Vesting Schedule Debate

Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry about whether vesting schedules may in fact disappear.
Retirement Industry People Moves

Retirement Industry People Moves

CapAcuity appoints new director of marketing, managing director; Mercer Advisors acquires Mallard Advisors; Empower bolsters its brand with legacy name alignment; and more.

INSIDE THE MAGAZINE PLANADVISER May/June 2022

MORE NEWS

Meet SageView’s New COO, Fresh From Goldman Sachs

Meet SageView’s New COO, Fresh From Goldman Sachs

Jorge Bernal joins SageView as chief operating officer after serving as co-head of advisory services for Goldman Sachs Personal Financial Management, underscoring the retirement plan advisory industry’s increasing focus on ‘wealth and retirement.’