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Corporate Pension Funding Mixed Amid Equity Drop, Strong Interest Rates
In April, record-high pension funding levels experienced a slight decrease due to a decline in asset values, but this decline was partially offset by another increase in discount...
Sponsored by Ascensus
Enabling Advisers to Scale for Growth
Retirement plan sponsors are expecting more than ever from their advisers. It can be a challenge for advisers to win business in today's increasingly competitive landscape. PLANADVISER spoke...
Sponsored by Ascensus
QDIAs To Receive ERISA Advisory Council Review
The council will study issues related to qualified default investment alternatives and report their findings to EBSA.
John Hancock Starts Five-Year Longevity Research Project With MIT
The retirement and insurance provider is dedicating millions in funding for a collaboration that will include a longevity preparedness index.
AT&T Fee Lawsuit Could Reach Supreme Court Next Year
Industry groups asked the Supreme Court to resolve an ERISA-related appeals court split.
Winners and Losers of the PRT Market Boom
Insurance carriers and asset managers skilled at pension risk transfer are reaping rewards of record transaction levels, while those specializing in DB management may benefit from shifts in...
Advisory M&A News – 5/13/24
J.P. Morgan Wealth Advisors Snags $28B Merrill Team; NFP’s Wealthspire to acquire $420M Ohio RIA; Carson Wealth fully acquires partner firm with presence in three East Coast states;...
Edelman Financial Continues Wealth Management Push with First Deal of 2024
The leading 401(k) managed account provider continues to build out its wealth planning footprint with acquisition of $453 million Soundmark.
The Battle for Talent
Participants at the 2024 Advisers in Conversation seminar discuss how they handle the heated fight for talent for their clients and within their own firms.
Retirement Industry People Moves – 5/10/24
Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; OneDigital adds Flach as senior consultant; and more.
Behind Morgan Stanley’s Workplace Strategy
The firm’s head of institutional consulting solutions discusses the 'complete arc' of plan sponsor services Morgan Stanley is putting into the field.
Ann Orr Replaces Gordon Hartogensis as PBGC Acting Director
Hartogensis’ term expired at the end of April.
Small Businesses Are Growing, But Will That Translate to More 401(k)s?
Small businesses are showing strong growth during this month of celebration for them; it could be a perfect opportunity for them to add 401(k) plans, industry players say.
A Road Map for Congress to Increase DB Plan Use
NIRS offers 6 recommendations for boosting DB use in the private sector, starting with lowering insurance premiums.
Product & Service Launches – 5/9/24
AllianceBernstein expands plan options for retirement income portfolio; Goldman adds alternative asset lending program to independent advisers; Human Interest bolsters small plan business offerings; and more.
PLANADVISER’S 2024 Retirement Plan Adviser of the Year Winners
Winners were announced at the Industry Leader Awards dinner in New York along with recognition for top advisers and the launch of a new emerging leaders program.
2024 RPAY – Sean Kelly, Heffernan Financial
Business at a Glance as of 12/31/23 Location: San Juan Capistrano, California How many plan assets do you have under advisement? $1.12B What is your median plan size...
2024 RPAY – Philip Sherman, Deschutes Investment Consulting
Business at a Glance as of 12/31/23 Location: Portland, Oregon How many plan assets do you have under advisement? $1.7B What is your median plan size (in assets)?...
2024 RPAY – Kim Cochrane, HUB International
Business at a Glance as of 12/31/23 Location: Rockville, Maryland How many plan assets do you have under advisement? $450M What is your median plan size (in assets)?...