Search results for: SCO
2023 RPAY – Steven Scott, RSG Advisory
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.1 billion Median plan size (in assets): $6.5 million Plans under administration: 176 qualified plan clients and...
2023 RPAY – Robert Massa and Qualified Plan Advisors
Business at a Glance as of 12/31/22 Plan assets under advisement: Massa: $2 billion; QPA: $6 billion. Median plan size (in assets): $16 million Plans under administration: Massa:...
2023 RPAY – Leah Sylvester and Shepherd Financial
Business at a Glance as of 12/31/22 Plan assets under advisement: $3 billion Median plan size (in assets): $4.5 million Plans under administration: 254 Total participants served: 51,432...
2023 RPAY – Philip Sherman, Deschutes Investment Consulting
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.3 Billion Median plan size (in assets): $16.25 million Plans under administration: 80 Total participants served: 37,430...
2023 RPAY – Domenic DiPiero, Newport Capital Group
Business at a Glance as of 12/31/22 Plan assets under advisement: $14.4 billion Median plan size (in assets): $105.2 million Plans under administration: 137 Total participants served: 155,000...
2023 RPAY – Compass Financial Partners, a Marsh & McLennan Agency LLC Company
Business at a Glance as of 12/31/22 Plan assets under advisement: $16.597 billion Median plan size (in assets): $74.4 million Plans under administration: 223 Total participants served: 278,000...
2023 RPAY – CSi Advisory Services, a division of HUB International
Business at a Glance as of 12/31/22 Plan assets under advisement: $945 million Median plan size (in assets): $2 million Plans under administration: 256 Total participants served: 25,116...
2023 RPAY – Finspire, LLC
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.25 Billion Median plan size (in assets): $11 Million Plans under administration: 59 Total participants served: 33,000...
2023 RPAY – Cliff Dunteman and Francis LLC
Business at a Glance as of 12/31/22 Plan assets under advisement: $5 billion Median plan size (in assets): $91 million Plans under administration: 37 Total participants served: 67,607...
2023 RPAY – Global Institutional Advisory Solutions, Graystone Consulting (Morgan Stanley)
Business at a Glance as of 12/31/22 Plan assets under advisement: $20.9 billion Median plan size (in assets): $239 million Plans under administration: 63 Total participants served: 236,372...
Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of investment plan design.
Why More Advisers Are Assuming 3(38) Role, Responsibility
The fiduciary model that puts plan investment decisions in advisers’ hands offers expertise and streamlining, industry experts say.
Can Employers Help Americans Struggling to Save Amid Inflation?
More than 20% of U.S. workers made reported borrowing from their retirement savings in 2022, according to FinFit.
Retirement Industry People Moves
Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.
Adviser Product Partnerships
Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.
Smart Retirement Launches PEP with Transamerica
The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
Mandatory Retirement Not Serving Economy, According to Panel on Longevity
The current economy needs older workers, according to speakers at a conference on longevity with Thrive Global's Arianna Huffington.
At House Committee, SEC Swing Pricing Proposal Comes Under Fire
Gensler defended the SEC’s recent proposals on subjects such as climate disclosure and swing pricing.
Viewpoint
Expanding the Adviser Remit
Sponsors and recordkeepers pursue inclusive financial wellness.
Investment Focus
Advanced Offerings
A look at several examples of recent retirement income innovations.