As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.
Doug Prince will continue to serve as CEO of ProCourse after the acquisition, with the entire team of 13 remaining in the Carmel, Indiana location.
Plan sponsors also brought D&I efforts to retirement plans and lawmakers continued to introduce retirement plan legislation, according to Janus Henderson Investors’ DC trends webinar.
However, a study found giving participants a view of retirement readiness progress as well as giving them a view of a retirement readiness shortfall resulted in increased intent to take positive retirement savings actions.
INSIDE THE MAGAZINE PLANADVISER May/June 2021
OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.
A bipartisan group of representatives is seeking to require the Securities and Exchange Commission to revise its rules regarding the development and offering of certain annuity products.
The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”
Those participating in a Senate Finance Committee hearing discussed ways to boost employees’ retirement savings, help with financial wellness and make it easier to offer a retirement plan.
During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.
The Encouraging Americans to Save Act would expand the saver’s tax credit and add a COVID-19 recovery bonus for middle- to low-income workers.
He was instrumental in finalizing the provisions of the Pension Protection Act of 2006, and several items he pushed for made it into the SECURE Act.
All firms involved have agreed to settle the allegations that they missed regulatory deadlines for the customer relationship summaries.