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PRI hires retirement plan executive; The Standard hires an AI lead; Broadridge names Kirkland to mutual fund regulatory team; and more. 

Many investors are unaware of the climate-related risks that their assets carry, the Congressman argues.

NAGDCA laid out these and other 2024 legislative priorities.

An advocacy group for independent insurance advisers alleges the DOL’s Retirement Security Rule is similar to a proposal struck down by courts in 2018.

Firm cites enhanced technology and scale with final integration of 2022 recordkeeping platform acquisition. 

TIAA and Nuveen lifetime income default target-date offerings approach $35 Billion; Pacific Life enhances suite of annuities; Cetera launches active ETF research select list; and more.

A personal tragedy put this retirement industry leader on a path to work with an organization helping young girls be more confident in their lives and futures.

Alt investing in DC plans is still a dim possibility despite some solutions already in market, according to Cerulli.

BrightPlan finds employees, especially Gen Z, are anxious about their financial situation as employers seek solutions.

GAO reports concerns about a lack of understanding of TDF glidepaths and the growth of CIT TDFs.

Broadridge adds 2 solutions to Salesforce AppExchange; CAPTRUST selects CAIS to centralize alternative investments; StratiFi announces strategic partnership with Altruist.

Separately, World Insurance Associates names Ken Bond chief corporate development officer leading M&A across units including Pensionmark’s retirement and wealth services.

The retirement and tax-advantaged services provider follows recent restructuring with new retirement sales leads.

Experts parse how a retirement participant’s path to making a rollover will be viewed under the final Retirement Security Rule.

Participant names, addresses, Social Security numbers and bank information were exposed in an incident the bank became aware of in February.

Separately, Diversify Advisor Network launches a retirement plan advisory services program for financial advisers.

He will succeed Mark Wetzel in the role and report to Sabrina Bailey, named CEO last year.