Good afternoon! We are pleased to bring you our new PLANSPONSOR/PLANADVISER Weekend newsletter format. Each week we will continue to bring you the most popular articles of the week, but now our curated content will be themed. The first Friday of the month will be Plan Design & Administration / Practice Management; second Friday, Financial Wellness & Participant Education / Investing; the third Friday of each month we will bring you articles focused on Health Care and Other Benefits / Client Service; and the fourth Friday will be focused on Defined Benefit Plans / Health Care and Other Benefits. Five Fridays in a month happen only quarterly, but that week our topic will be Investing / Retirement Income & Rollovers. We hope you enjoy this new format and know you will find it helpful and informative. Happy reading!
Establishing scholarship funds and more carefully considering the benefits of diversity in the hiring processes are just a few of the ways an increasing number of firms say they are committed to improving industry diversity.
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A new lawsuit suggests the individual advisory program TIAA clients were rolled into was significantly more expensive and generated hundreds of millions of dollars in fees for TIAA—without providing commensurate performance benefits.
Agency leaders say the principal idea of the new proposal is that climate change and other ESG factors can be financially material and, when they are, considering them will inevitably lead to better long-term risk-adjusted returns.
Impax appoints Ed Farrington as head of distribution for North America; Prudential forms new Prudential Retirement Strategies business; Northern Trust appoints Gary Paulin as head of global strategic solutions; and more.