401(k) Connector Pontera Partners With Hightower Advisors
The partnership will integrate Pontera’s client 401(k) oversight technology with Hightower’s advisory services.
News
Pension Income Accounted for $1.5T of US Economic Output in 2022
Private and public sector defined benefit pension fund payments also added $224.3 billion in tax revenue, according to the National...
Miller Starts CFP Board Chair Leadership
The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent...
Retirement Plan Advisors Announces Staff Promotions
Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie get elevated roles at the $7 billion plan advisory focused on...
Advisory M&A News – 1/4/25
Indivisible Partners launches as independent advisory firm; Voya Financial completes acquisition of OneAmerica Financial’s retirement plan business; Marsh McLennan Agency...
JP Morgan Bolsters Retirement Unit With Hires From Vestwell, Smart
Josh Forstater of Vestwell has been tapped to expand Morgan’s Everyday 401(k), and Tina Anstett of Smart will lead regulatory...
Some Optional SECURE 2.0 Provisions Seeing Minimal Traction
A majority of plan sponsors are not planning to add options such as emergency sidecar accounts or employer matching to...
Biden Signs Social Security Fairness Act
The law will boost Social Security benefits for nearly 3 million public workers.
Nuts & Bolts: Requests for Proposal
What new plan advisers need to know about RFPs from plan sponsors.
Retirement Industry People Moves – 1/3/25
Adviser Banerjee joins SRP to lead Austin, L.A. teams; Faustino expands role at Broadridge, adds O’Brien of Cerulli; Pension Investors...
Amazon Employees File 401(k) Plan Forfeiture Complaint in Federal Court
The online retail giant joins more than 30 plan sponsors accused of mismanaging participant forfeitures for its own gain.
Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025
Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.
Product and Services Launches – 1/2/25
PGIM adds 2 Buffer ETF series and laddered buffer ETF to lineup; GROUPIRA launches IRA rollovers with Microsoft Azure; Closed-end...
Verizon, SSGA Face Complaint About $5.9B PRT Transaction
Law firm Edward Stone is representing three former employers who allege Prudential and RGA group annuity contracts are not the...
IRS Issues Covered Compensation Tables for 2025 Plan Year
The tables show plan sponsors how to determine contributions to qualified plans with permitted disparities.
Vision Financial Merger Creates $2B Financial Integrators
Des Moines-based Financial Integrators is combining three advisories to offer services in financial planning, risk management, accounting and employer-sponsored retirement...
How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
Advisory M&A News – 12/31/24
CAPTRUST adds Campbell Wealth Management and TruNorth Wealth Partners; MAP Retirement and Pension Plan Specialists announce merger.