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Retirement Industry People Moves – 3/1/24
SageView names Cowell director of participant education and engagement; The Standard appoints Maixner to national accounts sales director for retirement sales; Hub makes Scott head of employee benefits...
Manage My Wealth, Please
Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.
Employee Well-Being Differs Significantly by Demographic
Gender, race, income and age all shape the well-being of employees and should be taken into account when designing workplace benefit plans, according to Buck.
Senate Committee Advances Julie Su’s DOL Nomination—Again
Su advanced to the full Senate by an 11 to 10 vote for the second time in almost a year, while the Senate HELP Committee also ponders bringing...
Creating an Exceptional Onboarding Experience for Your New 401(k) Clients
Retirement plan marketing expert Rebecca Hourihan lays out a winning strategy for new client onboarding.
Michigan Bill Proposes State Auto-IRA Program
State Representative Mike McFall proposes a bill to expand retirement access for the private sector workforce, joining 15 other states.
401(k) World: Recordkeepers, Advisers and ‘Co-opetition’
The third installment of Planadviser In-Depth’s series on the 401(k) market considers the various ways recordkeepers are looking to evolve.
Encore Fiduciary Finds Inaccurate Fee Benchmarking in 401(k) Litigation
Fiduciary expert says the plaintiffs’ use of Form 5500s to measure fees creates erroneous comparisons, and he recommends its new study for large plan fiduciary defense.
401(k) World: The Piggy Bank
The first story in a new quarterly series, PLANADVISER In-Depth, considers the tax code that underpins America’s pension system and the challenges and opportunities for its future.
2024 PLANADVISER Adviser Choice Awards
The PLANADVISER Adviser Choice Awards recognize retirement plan specialist advisers’ favorite investment and recordkeeping providers.
Gensler Defends SEC’s Predictive Analytics and Conflicts of Interest Proposal
Artificial intelligence still presents unique systemic and compliance risks that are not easily disclosed, he argued.
Financial Advisers Less Optimistic Than Clients on Retirement Readiness
Among those nearing retirement, 47% are as likely to use advisement services linked to their workplace plan as they are outside offerings, according to Allspring’s annual retirement survey.
Retirement Security Proposal Addresses ‘Significant Gaps,’ EBSA Official Says
PLANADVISER interviewed Tim Hauser of EBSA on the retirement security proposal.
Retirement Industry People Moves – 2/9/24
TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a new CFO; and more.
Past Proposals to Tax Qualified Retirement Plans Have Never Gotten Far
Industry has always organized to defeat even marginal changes to the tax-preferred status of DC plans.
New SEC Rule Will Require Major Liquidity Providers to Register as Dealers
The targets of the rule likely include major hedge funds trading in government securities as buyers and sellers.
7 Steps to Further Diversity in Asset Management
A Milken Institute financial markets director lays out the firm’s plan to improve diversity in asset management.
John Hancock Retirement Announces Reorganization
The business has been restructured under new CEO Wayne Park, including changes to the leadership team.
Managed Accounts: Past & Present
The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
Are Managed Accounts Good for Less Wealthy Retirees?
Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be able to afford an individual adviser.