UC Schools Report Fraudulent Activity in Fidelity Retirement Accounts
The issue affected Fidelity retirement plan accounts at UC Davis and other schools in the University of California system.
News
New PEP for Head Start Programs Launches With Oregon-Based Plan Sponsor
The pooled employer plan focused on 403(b) nonprofit educational programs is sponsored by GPS, with investment fiduciary services from the...
Product and Service Launches – 10/17/24
Diamond Hill launches Core Plus Bond Strategy; Rockefeller Asset Management expands active ETF lineup with small-mid-cap ETF, RSMC; PensionPro, Dynamis...
John Hancock Retirement Appoints Shannon Stiles as Head of Participant Outcomes
Stiles left Fidelity to take the new role, which will focus on boosting participant engagement and financial wellness.
Elections, Inflation Top Client Concerns
A survey of 300 FAs found clients fretting over the fall elections and a market downturn, while advisers are more...
Q&A: WIPN’s 9th President Talks About Navigating 2020
Daniella Moiseyev reflects on the difficulties of the COVID-19 pandemic and the ongoing challenges for women in the retirement industry.
Wealth Transfer Presents Opportunity for Financial Advisers
Millennials, surviving spouses and pre-retiree women are set to benefit most from the great wealth transfer.
Stable Value Players Meet Amid Recovering Market, Decumulation Push
At SVIA’s conference in Washington D.C. this week, participants considered what lower interest rates mean for the defined contribution investment...
T. Rowe Price Enters In-Plan Lifetime Income Market
Pacific Life will back the solution’s underlying qualified longevity annuity contract.
Employers Seeking Better NQDC Participant Education
Surveying shows plan sponsors want executive compensation to help retain top talent but are often unhappy with the quality of...
US Gets C+ Grade for Pension System in Global Ranking
The Netherlands holds the top spot in Mercer’s pension index, while the authors call for global retirement reform amidst falling...
WIPN to Celebrate 15 Years with NASDAQ Closing Bell Ceremony
In 15 years WIPN has grown into a 1,500-member organization advocating for gender equity in retirement services.
Advisory M&A News – 10/14/24
Allworth acquires $1.1B RIA; Robertson Stephens acquires CAFG Private Wealth; Cetera announces deal with Concourse Financial Group Securities.
Northern Trust Reaches Tentative Settlement in 401(k) Suit
Settlement to be considered by the court on October 30 in class action filed by workers in 2021.
September Shows Slight Decline in Funding Status for Most DB Plans
The majority of pension consultancies report liabilities edged out strong market results.
Why Falling Interest Rates May Help Stable Value’s Play
A stable value proponent explains why the ‘rate of change’ of interest rates is as important as the changes themselves...
Q&A: WIPN’s 3rd President Talks About Formalizing Nonprofit Status
Laura Moskwa reflects on WIPN’s evolution, challenges for women in finance and her vision for the organization’s future growth.
Retirement Industry People Moves – 10/11/24
Hederick joins Prime Capital Financial; Russell Investments hires Heier and Parra; Gallagher adds Adams to retirement plan consulting practice; and...
CFP Board Receives $150,000 Donation for Women’s Scholarship
The donation from Schwab Advisor Services will be used to support the Women’s Initiative Endowed Scholarship.
Q&A: WIPN’s 1st President Discusses Organization’s Origins
WIPN—We Inspire. Promote. Network.—is nearing the completion of its 15th year helping to connect, mentor and advance women in the...