Retirement Industry People Moves
Hub International announces new acquisitions; Verus adds to its management committee; Cinctive Capital expands investment team; and more.
News
2021 RIA M&A Action Continues at Record Pace
Fidelity research shows nearly every month in 2021 has seen several highly recognizable adviser industry names join the ranks of sellers, with November being no exception.
Business Owners Are More Confident With Adviser Collaboration
Nonetheless, economic uncertainty and market volatility continue to be top concerns when it comes to business owners achieving their financial goals.
Northwestern University Supreme Court Argument Analysis
Two expert attorneys who listened to this week’s oral arguments in Hughes v. Northwestern University say they would “rather be...
Investment Product and Service Launches
Alpha and Nasdaq extend relationship; OneAmerica launches new adviser managed account service; PGIM Investments launches new bond funds; and more
Health Shocks Often Derail Financial Stability
A new survey shows workers’ ability to maintain or regain financial control after a serious, unexpected health event appears difficult—if...
401(k) Traders Sat Still During a Tough November
Two-thirds of days during the month saw net trading activity favor equity funds over fixed income, according to the Alight Solutions 401(k) Index.
Exelon Faced With ERISA Excessive Fee Suit
The lawsuit claims Exelon used proprietary funds with excessive fees and allowed participants to pay excessive fees for recordkeeping and...
Institutional Investors Remain Confident Despite Renewed Volatility
They see plenty of growth potential in a market they say is driven and distorted by fiscal and monetary policies—a situation which could spell trouble for unprepared individual...
Watch the 2021 Practice Progress Webinar Finale on Demand
Industry leaders say there is simply no question that the events of the past two years have caused a fundamental rethinking within the industry regarding the importance of...
The Pandemic’s Effect on Older Workers
Though the number of older employees leaving the workforce has increased, those who report they are choosing to retire has remained steady.
Plan Sponsor of the Year Nominations Close Monday!
The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.
Sophisticated DC Plan Investors Increasingly Turn to Real Estate
Real estate is viewed as a cyclical asset class—specifically one that has been in a relative trough for several years...
Pandemic Has Increased Financial Wellness and Retirement Readiness Disparities
Two-thirds of Black and Hispanic respondents to a Society of Actuaries survey said if they are changing or considering changing...
Sharebuilder 401k Waiving Set-Up Fees for New 401(k) Plans
The firm offers a resource to inform employers of the top tax benefits in starting a 401(k) plan.
More Than One-Quarter of Employees Say Equity Compensation Will Help Them Meet Long-Term Goals
As employers feel increasingly responsible for helping participants with financial wellness, equity compensation is being viewed differently.
2021’s Hardships Redefine Financial Wellness Goals
With so many Americans having gone through tough times over the past two years, a new study looks at how this has affected their financial well-being and sense...
QPA Launches PEP Featuring Adviser Managed Accounts
The pooled plan solution is being launched in partnership with Newport Group.
Retirement Industry People Moves
Mercer Advisors announces new acquisition; Lincoln Financial Group names new chief officers; Smart appoints merger and acquisition director; and more.
ERISA Suit Dismissal Shows How Claims Can Fall Short
The district court accepted a magistrate judge’s recommendation and dismissed the case based on the plaintiffs’ failure to state an...