News

Advisers and plan participants can learn from the experiences of current retirees.

Arnerich Massena Inc. hired Chris Van Dyke as investment adviser.  

 Penn Liberty Wealth Advisors, a division of Penn Liberty Bank in Wayne, Pennsylvania, expanded its team with three hires.   

Most of us find multitasking appealing. And media multitasking—reading a book while watching TV—is irresistible, even when the results are less than optimal.

Doug DeNigris was named MassMutual Retirement Services Division’s national practice leader for the Taft-Hartley market segment. 

Households relying on Social Security benefits to cover health care costs should expect medical bills to consume 61% of their Social Security payments by 2027.  

The Department of Labor’s Employee Benefits Security Administration (EBSA) scheduled two “Getting it Right: Know Your Fiduciary Responsibilities” seminars.

 Forty-nine percent of Americans say they are not contributing to a retirement plan, according to a survey from LIMRA.     

 Robert Kurak joined The Segal Company as a vice president and consulting actuary.   

DCAdvisors announced the addition of John Rowe to the client consulting group and the firm’s leadership team.

FiPath for Advisors introduced ReferMyAdvisor, which generates prospective clients through an automated e-mail marketing platform that contacts an adviser’s existing clients.  

The American Society of Pension Professionals & Actuaries (ASPPA) applauded efforts by the Internal Revenue Service (IRS) to help ensure lifetime income for Americans.

It was a relatively quiet year on the target-date fund glide path front—at least as far as major equity/fixed-income changes go, according to Morningstar.

 The Fidelity Investments App was updated to enable stock plan participants to better access and track their portfolios, and conduct transactions.   

 CAPTRUST hired three industry veterans in executive positions: Bonnie McCullough, John Curry and Doreen O’Dowd.