Data & Research February 1st, 2024 What Gen Z Values Most From Employers The Standard found that workers of Generation Z value traditional benefits, so employers can still focus their efforts on core...
Deals & People February 1st, 2024 John Hancock Retirement Announces Reorganization The business has been restructured under new CEO Wayne Park, including changes to the leadership team.
Compliance February 1st, 2024 401Kids Savings Act Would Create Savings Accounts for Eligible Minors Participants could withdraw funds starting at age 18 to pay for higher education, business startups and home purchases.
Products February 1st, 2024 Product & Service Launches – 2/1/24 Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth...
Products February 1st, 2024 Ascensus, American Funds Launch Partnered PEP Ascensus will administer the PEP with American Funds TDFs, leveraging both firms’ distribution networks with advisers and plan sponsors.
Products February 1st, 2024 Managed Accounts: Past & Present The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
Products February 1st, 2024 Are Managed Accounts Good for Less Wealthy Retirees? Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be...
Products February 1st, 2024 Managed Accounts, By the Numbers PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
Compliance January 31st, 2024 Can 403(b)s and CITs Some Day Be Friends? Legislation to permit the pooled investment into 403(b) plans continues to inchworm its way through Congress.
Data & Research January 31st, 2024 How Financial Advisers Can Beat Out Popular ‘Finfluencers’ Advisers should emphasize their value propositions, such as professional competency and duty of care, according to CFA policy center.
Deals & People January 31st, 2024 The Standard Names New National Retirement Plan Sales Director Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s...
Products January 31st, 2024 3 Cs Give Many Plan Sponsors Pause on In-Plan Retirement Income A Greenwald study finds plan sponsors often in favor of retirement income, but seeking solves for complexity, cost and choice.
Compliance January 30th, 2024 Auto-Portability Key to Retirement Security, Says EBSA’s Gomez With guidance published in the Federal Register, the assistant secretary of labor noted a connection between auto-portability and the retirement...
Deals & People January 30th, 2024 Empower Hires Dave Gray for New Enterprise Solutions Role The former Fidelity workplace products head will work across the company on platform and partnership enhancements.
Practice Management January 30th, 2024 BlackRock Heightens DC-Adviser Focus Firm announces new resource center, and leader, to work across DC plan and financial advisement.