Products November 14th, 2023 Envestnet, Empower Launch 401(k) Plan Solution for Financial Advisers The retirement platform is geared toward wealth managers seeking a plan option and includes four options for providers of target-date...
In Practice November 14th, 2023 Fewer Than Half of Workers Plan to Review Retirement Plan Contribution Corebridge experts recommend employees take advantage of this month’s open enrollment to expand their retirement savings.
Data & Research November 14th, 2023 Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4% Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s...
In Practice November 14th, 2023 Adviser Talks: Scott Ciullo on Participant Enrollment The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.
Products & Services November 13th, 2023 Empower’s TDF-to-Managed-Account Offering Clocks $21B in Assets Recordkeeper's CEO notes potential for managed accounts and other participant offerings to grow on Prudential retirement migration.
Compliance November 13th, 2023 United Airlines Sues Advisers for ‘Scheme’ to Defraud 401(k) Pilot Participants A lawsuit filed in Minnesota federal court claims an independent advisory deceived participants by taking loans from their accounts for...
Compliance November 13th, 2023 New Bill Would Require Private Fund Disclosures for Chinese Investments Senators seek to stymie Americans’ retirement savings being invested in China and other "countries of concern."
Deals & People November 13th, 2023 Advisory M&A News – 11/13/23 Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting...
Client Service November 10th, 2023 Navigating ESG: Surveying the Landscape Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANADVISER event.
Compliance November 10th, 2023 How Advisers Can Help Close the Wealth Gap Panelists at the CFP Board’s Diversity Summit provided insights into how financial planners and advisers can reach disadvantaged communities.
Deals & People November 10th, 2023 Retirement Industry People Moves – 11/10/23 CAPTRUST adds Leddy as chief compliance officer; Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales...
Compliance November 10th, 2023 Navigating ESG: Forward Thinking Panelists discuss how new ESG issues will inform investors’ focus and opportunities going forward.
Compliance November 10th, 2023 Advisers Selling Product, Not Process, in Fiduciary Rule Crosshairs Experts discuss the ripple effect of the Department of Labor’s proposed fiduciary rule amendments.
Products November 10th, 2023 Transamerica, ADP Each Add In-Retirement Plan Annuity Options With the announcement, Transamerica becomes the first recordkeeper to offer State Street’s TDF with an embedded annuity, while ADP adds...
Data & Research November 10th, 2023 CITs Surpass Mutual Funds as Preferred Investment Vehicle for DCIOs Providers of collective investment trusts are expected to target midsize and large DC plans in the coming year.