Empower to Launch New Website for Participants and Individual Investors
It will offer a highly personalized digital experience that can integrate other assets.
News
Next-Generation Retirement Plans Will Deliver Customized Retirement Income Solutions
PGIM says evolving technology will enable plan sponsors and advisers to deliver on this promise.
Gig Workers and PEPs—Coverage Lessons From the UK
One established provider of pooled employer plans in the United Kingdom says the promise of PEPs is big here in...
How Advisers Can Play a Role in Serving Gig Workers
This part of the workforce needs holistic advice on employee benefits and help understanding basic finances. Sources agree the industry...
The Inside Take: Ascensus CEO on GIC, Stone Point Acquisition
Ascensus CEO David Musto says the goal of the deal is not for his firm to radically shift its strategy or change its approach to doing business; instead,...
Aon, Alight Win Lawsuit Alleging PRT Failures
Following a bench trial, said the firms “acted prudently and reasonably in administrating, investing and terminating the pension plan.”
Advisers Giving Back: Sean Patton
Raised by his family to believe in the importance of giving back, Patton now leads various important efforts in the...
UBS Adds Analytics Tool to Workplace Wealth Solutions Offering
A collaboration with Equifax helps employers understand financial stressors affecting employees.
Vanguard Leader Encourages Retirement Industry Evolution
John James says advisers can use their expertise and experience to advance much-needed discussions about improving retirement policy here in the U.S.
Retirement Industry People Moves
Commonwealth Financial selects new SVP of general counsel; SVP joins Mesirow Private Equity; head of Vanguard Fixed Income Group to...
The Different Approaches to Expanding Retirement Plan Access
Already, state-run plans, PEPs and moves to expand access to SIMPLE plans are making a difference, experts say.
Marketing Tips for 401(k) Plan Professionals
Rebecca Hourihan, founder of 401(k) Marketing, offers suggestions to help advisory industry professionals feel more confident in their personal brand.
9th Circuit Affirms Stock Drop Dismissal Involving Edison Execs
The ruling makes the 9th Circuit the latest appeals court to side against plaintiffs in stock drop litigation, once again...
Despite Pandemic, Workers Remain Confident About Retirement
Plus, confidence about Medicare and Social Security benefits reaches an all-time high.
M&A Update: OneDigital Acquires Westminster Consulting
The deal adds to 2021’s record-setting pace for adviser industry mergers and acquisitions, while underscoring the emerging competitive pressures facing even sizable independent firms.
Investment Product and Service Launches
Ubiquity Retirement + Savings makes ESG options available to 401(k) plans, and HSBC launches AI powered multi asset index.
Introducing WIPN — WE Inspire. Promote. Network.
A year or so ago, WiPN leadership was looking at how much it had evolved and realized ‘we needed the...
Senators Expand Retirement Benefits for Military Spouses in New Bill
The proposed legislation comes months after a Department of Defense report found that a quarter of military spouses are unemployed.
Senators Collins, Warner Introduce Bill to Boost Retirement Savings Plans
It is aimed at making it easier for small businesses to offer SIMPLE plans.
IAA Endorses Adviser Diversity and Inclusion Data Act
The full title of House Resolution 2123 is the Diversity and Inclusion Data Accountability and Transparency Act; among other goals,...