Data & Research April 19th, 2024 Moving Beyond One-Size Fits All Benefits New research from Nuveen shows a persistently strong labor market means benefits such as 401(k) plans matter to combatting workplace...
Compliance April 18th, 2024 IRS Extends Relief on Inherited IRA 10-Year Rule Enforcement The IRS notice said 2024 will likely be the last year for the relief.
Products & Services April 18th, 2024 Product & Service Launches – 4/18/24 Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand; inVesti launches...
Deals & People April 18th, 2024 Ted Benna Joins Salt Labs as Strategic Adviser The ‘Father of the 401(k)’ will drive Salt’s market strategy to support hourly workers.
Data & Research April 18th, 2024 Two-thirds of ‘Peak Age’ Boomers Face Retirement Risk Boomers who will turn 65 between 2024 and 2030 are not set up to maintain their current lifestyle, according to...
Practice Management April 18th, 2024 Rebutting 7 Retirement Income Concerns ERISA expert Bonnie Treichel and QPA adviser Matthew Eickman teamed up to consider common objections to in-plan lifetime income options.
Compliance April 17th, 2024 Su Defends DOL Budget Request at House Hearing The pending retirement security proposal was not a focus, and only one Congressman asked about it.
Deals & People April 17th, 2024 Product Partnerships – 4/17/24 Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to...
Data & Research April 17th, 2024 Couples Share Financial Trust, Lack Planning New Ameriprise research finds couples share trust and values around retirement goals, but often fail to follow through on planning.
In Practice April 17th, 2024 Three Plan Advisers on the Convergence Three top advisers discuss the present and future of retirement plan advisement and wealth management.
Compliance April 16th, 2024 DOL Asks Plan Administrators to Provide Participant Data for Lost and Found The missing participant database requires plans to voluntarily turn over participant data to the DOL.
Client Service April 16th, 2024 HSAs: Holistic Education and Targeted Outreach Advisers and plan sponsors should embrace holistic financial wellness and targeted outreach when engaging participants about health savings plans.
Deals & People April 16th, 2024 Ascensus to Acquire Vanguard’s Individual 401(k) Business Vanguard to shed its individual 401(k), Multi-SEP, and SIMPLE IRA Plans.
Deals & People April 16th, 2024 Victory to Acquire Amundi’s $104B U.S. Division The Paris-based asset manager Amundi will cede its U.S. business to Victory in exchange for a 26.1% stake in the...
Client Service April 16th, 2024 NewRetirement, With $20M In Hand, Seeks Workplace Partners A "turbotax" for retirement is leveraging recent funding to get deeper into the workplace financial wellness market.
Deals & People April 15th, 2024 Advisory M&A News – 4/15/24 Modern Wealth Management appoints Del Col to head advisory services; Waverly Advisors acquires McShane Partners; Chairez joins Ameriprise.
Deals & People April 15th, 2024 Citi Global Wealth CIO Stepping Down David Bailin, who ran the investment office of Citi’s wealth division, is leaving May 15.
Data & Research April 13th, 2024 Corporate DB Plan Funding Status Continues To Rise Strong equity markets and stable interest rates have contributed to boosting funding surpluses.
Deals & People April 12th, 2024 Retirement Industry People Moves – 4/12/24 Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at...
Data & Research April 12th, 2024 Inflation Woes Persist for Would-Be Savers Allianz Life, Equitable and MassMutual all report persistent financial stress on Americans due to inflation.