John Hancock Retirement CEO Stresses Importance of Financial Adviser Relationships
The new retirement CEO sees a “heightened” interest from wealth managers in engaging with workplace retirement plans and participants.
BlackRock, Policy Group Detail Results of Delaying Social Security, Adding Guaranteed Income
Researchers ran participant simulations to show retirement income spending power could get an almost 30% boost with the strategies.
Voya Chief Client Officer Exits
William Harmon is leaving the recordkeeper, with two senior leaders taking up the role of outreach to advisers and plan...
Experts: Plan Committees Need Consistent Focus on Cybersecurity
Communicating digital safeguards to participants and engaging IT teams are key, experts said at the PLANSPONSOR National Conference.
BlackRock Changes Up Public Policy Team
Samantha DeZur will now head U.S. division of team focused on public policies regarding investors’ long-term interests.
Are Your Clients Insured Against Cyber Threats?
Experts share tips for how plan sponsors can protect themselves from the increasing threat of cybersecurity attacks and evolving litigation.
CalPERS, CalSTRS Hit By Third-Party Cybersecurity Breach
The public employee retirement systems are working to notify people with exposed accounts.
Number of Investment Advisers Hit Record High in 2022
The uptick occurred even as assets under management fell for the first time since the 2008 financial crisis, according to...
OneDigital Acquires $3.8B Retirement, Wealth Shop StoneStreet Equity
The deal is the fourth retirement and wealth acquisition of the year for OneDigital and expands its Northeast presence.
Empower CEO Expects Continued Recordkeeper Consolidation
Edmund Murphy discussed Empower’s push into wealth management and building brand name recognition during investor day.
July Acquires Sunwest Pensions to Expand National Presence
The 401(k) provider continues its PE-backed acquisition strategy by booking its fourth deal of the year.
New 401(k) Plan Market Offers ‘Blue Ocean’ for Retirement Advisers
Vestwell’s director of plan design makes the case for advisers to work on small plans, while Sallus Retirement growth officer...
Know Your GLWBs: Assessing Annuity Vehicles as In-Plan Income Options
In-plan guaranteed retirement income options are much discussed, but less often implemented. Here are resources for evaluating and implementing the...
Emotional Needs Outweigh Financial for People Working With FAs
People more often turn to advisers for coaching and piece of mind than for specific financial needs, according to new...
What Can AI Do for the Retirement Plan Industry?
Three different chatbots serve as examples of how AI technology can streamline multiple parts of the business.
Retirement Advisory NFP Promotes Keeling to CIO
NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.
Pfizer Hit with Excessive Fee 401(k) Complaint
A former employee claims that plan fiduciaries operating the Pfizer 401(k) Savings Plan breached their ERISA duties.
SageView to Acquire Retirement Benefits Group’s Founding Team
The advisory aggregator will acquire retirement plan consulting firm leads with $5.2 billion in assets under administration.
US Retirement Assets Grow to $35.4 Trillion in Q1
Retirement assets accounted for 31% of all household financial assets at the end of March 2023, according to ICI.
TIAA Research: Retirement Plan Advisers Target Efficiency
Advisers are looking for maximum efficiency while broadening their range of products and services.