Deals & People December 6th, 2024 Trump Taps Fiserv CEO Frank Bisignano for Social Security Administration Commissioner Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.
Deals & People December 6th, 2024 Retirement Industry People Moves – 12/6/24 Collins joins Alerus as retirement sales consultant; Vanguard strategy head to retire; Wagner Law brings on new employee benefits attorney;...
Deals & People December 6th, 2024 Carson Group President, Financial Planning Head Move On Executive departures signal more reshuffling at the $38 billion advisory.
Compliance December 6th, 2024 Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO The late Brian Thompson and two other executives were accused of dumping stock prior a DOJ antitrust investigation into the...
Client Service December 6th, 2024 How to Assess Workforce Priorities Amid Regulatory and Economic Shifts Experts at a WTW panel recommended employers remain adaptable to workplace demands.
Data & Research December 5th, 2024 Auto-Portability Reaches 2.2M Fidelity Participants in Attempt to Limit Cash-Outs The firm’s Q3 report also found average 401(k) and 403(b) account balances at record levels.
Products December 5th, 2024 Product and Service Launches – 12/5/24 Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors;...
Products & Services December 5th, 2024 Empower to Offer Income Products From Allianz, Putnam and TIAA The country’s second-largest recordkeeper adds more annuity retirement income products, including its first on-platform fixed-index annuity.
Data & Research December 5th, 2024 Retail Investing AUM Will Likely Slow in Next 5 Years, But Sales Will Rebound A forecast from ISS Market Intelligence shows overall retail investment assets down in the next five years, but with product...
Practice Management December 5th, 2024 Veteran Plan Advisers Advocate for DB Expertise Jim Robison and Tommy Ford, both members of the Retirement Advisor Council, explain why defined contribution plan advisers should include...
Deals & People December 4th, 2024 SageView Advisory Group Acquires $400M OnTrack 401(k) The acquisition of the Maryland-based plan consultant closed on December 2.
Products & Services December 4th, 2024 DPL, Offering Commission-Free Annuities, Gets $23M in Funding The investors include the venture arm of annuity seller and recordkeeper TIAA.
Products & Services December 4th, 2024 Transamerica Introduces 2 New Pooled Plans One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.
Compliance December 4th, 2024 Trump Picks SEC Alum to Chair Regulator Paul Atkins, a digital assets advocate, has been designated the nominee to replace the outgoing Gary Gensler.
Deals & People December 4th, 2024 Prudential Promotes Global Investment Leader Sullivan to CEO Charles Lowrey will remain chairman, with Andrew Sullivan running the insurer and asset manager and Jacques Chappuis taking over as...
Client Service December 3rd, 2024 1 Year in, Portability Services Network Covers 15,000 Retirement Plans According to the network started by Retirement Clearinghouse to transfer ‘stranded’ workplace balances, it has more than 7,800 transactions in...
Deals & People December 3rd, 2024 WAMCO Names New CEO as Former CIO Faces SEC Fraud Charges Thomas Gahan will now lead Western Asset Management Co., while former CEO James Hirschman becomes chairman.
Data & Research December 3rd, 2024 Financial Insecurity Weighs Heavily on Gen X Struggling to balance debt, retirement savings and family responsibilities, members of Generation X face myriad financial challenges.
Deals & People December 3rd, 2024 Kevin Hassett Announced as Trump’s Pick to Head National Economic Council Hassett is known in the retirement industry for a paper he co-authored that expressed support for creating something similar to...
Client Service December 3rd, 2024 Cerulli Finds Growing Dominance in Fee-Based Advisory Programs The rise of managed accounts and increase in holistic financial advice is driving the trend.