Pensionmark Hires Compliance Head To Help With Acquisition Push
Jonathan Curley, a former RIA, will perform due diligence on firms Pensionmark is looking to acquire.
Wilmington Trust’s Spun-Off CIT Division Is Now Great Gray Trust
The CIT division purchased by private equity firm Madison Dearborn Partners is now its own entity selling the popular 401(k)...
JPMorgan’s First Republic Takeover Brings Chance of Keeping 150 Wealth Advisers
JPMorgan CFO Jeremy Barnum cites wealth management division as positive amid a deal the bank “did not seek out.”
USI Consulting Acquires Actuarial, Retirement Plan Consultancy
USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.
Judge Dismisses Excessive Fee Complaint Against HR Firm TriNet
The 2020 retirement lawsuit alleged that the plan committee did not properly monitor recordkeeper and investing fees.
EBRI Finds Inflation Eroding Retirement Confidence
It's the biggest drop in retirement confidence since the 2008 Global Financial Crisis, according to the research institute.
Our 2023 PLANADVISER Vision Award Winners
The CFP Board and Kelli Hueler of Hueler Income Solutions are this year’s winners of the PLANADVISER Vision Awards.
Altruist Pitches Tech, Personalization to Advisers
According to the financial tech custodian’s head of investing, RIAs are shifting more into ‘holistic’ needs, including retirement saving.
Disability-Affected Individuals Need Better Retirement Preparation
Among disability-affected retirees, 61% said they did not save enough for retirement, and a new EBRI report lays out ways...
Smart Retirement Launches PEP with Transamerica
The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
A Three-Step Plan for Employers to Encourage Financial Wellness
For April’s National Financial Capability Month, the head of retirement services at Corebridge Financial suggests understanding, engaging and taking action...
HSA Admin: Avoiding ERISA Status While Still Providing a Strong Benefit
Experts discuss the proper health savings account administration to stay complaint at the 2023 PLANADVISER/PLANSPONSOR HSA Conference.
TDF Asset Growth Off to Good Start in ‘23, Still Below Record ‘21
American Funds and Vanguard captured the most new TDF inflows in the year’s first quarter.
As SECURE 2.0 Changes Loom, Plan Sponsors Need Prep, Advice
SECURE 2.0 gives advisers ample opportunity to connect with plan sponsors to ensure they are ready for both mandatory and...
The Business Case for Offering HSAs
Panelists at the 2023 PLANADVISER/PLANSPONSOR HSA Conference discuss the business benefits of offering health savings accounts.
Is the HSA a Health or a Retirement Savings Benefit?
Panelists at the PLANADVISER/PLANSPONSOR HSA Conference discussed how to position the HSA to get the most out of the benefit...
Tax Advantages to Look Out for in HSAs
Experts at the PLANADVISER/PLANSPONSOR 2023 HSA Conference pointed out many similarities between HSA contributions and 401(k) plan contributions.
SEC Updates Guidance on Adviser Investment Obligations
The latest guidance adds teeth to initial Regulation Best Interest, passed in 2019.
Investment Product and Service Launches
MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.
Mandatory Retirement Not Serving Economy, According to Panel on Longevity
The current economy needs older workers, according to speakers at a conference on longevity with Thrive Global's Arianna Huffington.