Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 28th, 2015
Transamerica to Take on Mercer DC Recordkeeping Business
Aegon, through an affiliate of its Transamerica unit, has reached an agreement with Mercer HR Services, LLC to acquire Mercer’s U.S. defined contribution administration book of business. Upon completion of the acquisition, the defined contribution business will transition to Transamerica Retirement Solutions, which Aegon says will become a top ten DC recordkeeper based on plan participants and assets. Read more >
Inside Perspective on Transamerica-Mercer Deal
“Scale is a very important part of the economics that drive this business,” says Kent Callahan, president and CEO of Transamerica’s Investments and Retirement Division. He told PLANADVISER the announcement of a deal to take on Mercer’s DC administration business is all about scale and superior service. Read more >
Retirement Plan Participants Want to Be Socially Responsible
Socially and environmentally responsible investing options resonate with retirement plan participants, as nearly nine in 10 say they want their investments to align with their values, according to a survey by Calvert Investments. Read more >
Financial Wellness Can Be Branded Content for Advisers
A new research series is designed to help advisers demonstrate thought leadership, with reports that can be white-labeled with an adviser’s brand. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from PLANADVISER AND T. ROWE PRICE
PANC Retirement Resource Center
The 2015 PLANADVISER National Conference kicks off today in Orlando. Visit the Retirement Resource Center, sponsored by T. Rowe Price, for helpful articles and timely information on PANC topics. Read more >
Retirement Industry People Moves
This week saw promotions and new hires at Russell Investments and Hartford, acquisitions for USI Insurance and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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