Pontera Adds 3 Execs With 401(k) Industry Experience
Firm connecting financial advisers to 401(k) investments brings executives with experience from firms including Edelman Financial Engines, Voya, and Principal.
DOL At Work on Finalizing Definition of Retirement Investment Advice
EBSA head Gomez tells NAPA 401(k) Summit audience that the DOL is working on sharper definitions of what constitutes retirement...
NAPA Head Warns of 401(k) Revenue Grab by Policymakers
Plan adviser association kicks off its national conference with discussion of Congressional threats to tax-deferred retirement plans amid 2025 negotiations...
Investor Satisfaction With Online Brokerages Flatlines
J.D. Power finds self-directed investors’ satisfaction is almost flat year-over-year despite robust markets; Fidelity, TD Ameritrade and Vanguard top satisfaction...
LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF
Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.
Retirement Industry People Moves – 4/5/24
NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; top adviser DeBello joins CAPTRUST; LeafHouse promotes...
Advisers Giving Back: Rickie Taylor
A plan consultant finds himself mentoring a group of young, Black professionals, and now has an open-door policy to try...
Insurance Group Calls for Public Comment Period on IB 95-1
With the DOL yet to meet a deadline to propose modifications, the ACLI argues changes could put a chill on...
Product & Service Launches – 4/4/24
Voya expands NQDC offering for smaller employers; Fidelity Investments bolsters financial education; IRALogix partners with Benartzi’s PensionPlus; and more.
Intellicents’ Budd On Financial Planning As the Next Workplace Benefit
Intellicents’ recently named retirement services president, Brandon Budd, says the firm is focused on low-cost, participant financial planning services as...
Definiti Launches Adviser-Focused Program
The third-party administrator announced a program for account managers to work with ‘elite’ advisers on retirement plan books of business.
DOL Extends Time for SECURE 2.0 Reporting, Disclosure Comments
The DOL’s EBSA will take public comments for an additional 30 days.
Alera Group Leaning Into Small Market, Startup Plan Creation
The retirement advisory announced enhancements to its PEP with the Standard, along with a small market partnership with Vestwell and...
‘Magic Number’ for Retirement Hits All-Time High
Northwestern Mutual finds Americans now target $1.46 million for retirement, while a separate Lincoln Financial study shows inflation as consumers’...
Tackling Cumbersome ‘Bac(k)’ Office Tasks
Former recordkeeper executive Shane Hanson launches Freedom 360 suite aimed at streamlining retirement services and boosting participant engagement.
Father of the 401(k) Is Planting a New Workplace Savings Idea
Ted Benna has designed a new tax-advantaged workplace incentive program in which workers automatically earn ‘grains of wheat’ that can...
IRA Rollovers Set to Grow, but by How Much?
Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be...
Retirement Industry People Moves – 3/29/24
Nicolet National Bank brings on new wealth, private client services head; Standard appoints new corporate actuary and chief risk officer;...
Product & Service Launches – 3/28/24
Guardian Life adds new RILAs; Voyant offers advisers retirement planning analysis for clients; ADP partners with Summer on SECURE 2.0...
Ascensus to Acquire Mutual of Omaha’s 401(k) Business
Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.