Voya Adds Retirement Plan Advisement Client Management Tool
The offering is geared toward emerging- and middle-market plan sponsors; meanwhile, Fidelity announced resources for independent RIAs.
Recordkeepers: We’re Investing to Reach Participants ‘At Scale’
Recordkeepers speaking at a LeafHouse Financial conference discussed meeting participant needs with a combination of technology and human interaction.
Inflation Is Reshaping Retirement Outlooks, MFS Reports
Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
Personalizing DC Investing Grows Thanks to Data, Coordination, Panelists Say
Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to...
Voya Focusing on PEPs, MEPs With Advisers, Says Top Exec
The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...
Marsh McLennan Promotes New President of Mercer Division as CEO Prepares Departure
Pat Tomlinson was promoted to president of the company’s HR consulting arm, with Martine Ferland preparing to step down in...
Social Security COLA Announced as 3.2% for 2024
Monthly Social Security checks will increase about $59, a lower increase than in recent years but still larger than the...
Employee Benefit Programs: Integrating Financial Wellness Milestones
The CEO of an employee benefits technology firm shares key milestones to best engage participants.
Experts: Good Demographic Data Key to Driving Plan Design
Going beyond foundational participant data is valuable in addressing employee needs and attitudes, according to a panel of retirement industry...
Industry Advocates Implore DOL for Regulatory Clarity on SECURE 2.0
Emergency savings and disclosures were points of focus.
As Student Loan Repayments Resume, Employers Can Help
Advisers and employers can prepare their participants for the financial shift and potential eligibility for matching funds in 2024.
Two Plan Sponsors Accused of Improper Use of 401(k) Forfeitures
ERISA experts point to longstanding and widespread practice of using forfeitures to reduce future employer contributions or pay reasonable expenses.
SECURE 2.0: Provisions, Mandates and Uncertainties
Experts review the road map for current and upcoming dates of the retirement legislation.
PLANADVISER’s New Digital Experience Is Live!
Check out our revamped website highlighting trending stories, features, research and online events.
DOL Approves Citi Diverse Asset Program for 401(k)s
According to the regulator, Citi will not violate ERISA fiduciary duties by paying plan fees of diverse asset managers.
Survey: 73% of Top Advisers Chat In-Plan Annuities With Clients
PLANADVISER’s quarterly pulse survey finds the majority of retirement plan advisers “occasionally” discuss in-plan options, but some don’t see the...
Morningstar: ESG Integration Growing Among Institutional Asset Owners
The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.
Introducing PLANADVISER’s New Digital Experience
Revamped website will highlight trending stories, features, videos and infographics.
Savant Wealth Joins Pontera’s 401(k) Management Platform
COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.
Managed Accounts’ Default Use Limited by Litigation Fears, Fees
Plan advisers continue to pick TDFs in retirement plans, rather than more personalized managed accounts, in part due to legal...