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‘Retirement Fluency’ Not Evolving
Americans’ understanding of retirement-related topics has remained relatively flat since 2017, according to an annual study conducted by TIAA and financial literacy center GFLEC.
2024 RPAY – Andrew Bayliss, Marsh McLennan Agency
Business at a Glance as of 12/31/23 Location: Boston, Massachusetts How many plan assets do you have under advisement? $9.7B What is your median plan size (in assets)?...
2024 RPAY – Michael Saulnier, Aprio Wealth Management
Business at a Glance as of 12/31/23 Location: Atlanta, Georgia How many plan assets do you have under advisement? $821.65M What is your median plan size (in assets)?...
2024 RPAY – Marilyn Suey, The Diamond Group Wealth Advisors
Business at a Glance as of 12/31/23 Location: San Ramon, California How many plan assets do you have under advisement? $24M What is your median plan size (in...
2024 RPAY – Andrew Cleary, SFP Wealth
Business at a Glance as of 12/31/23 Location: Wellesley, Massachusetts How many plan assets do you have under advisement? $1.2B What is your median plan size (in assets)?...
Retirement Industry People Moves – 4/18/24
Ascensus names Torgerson to lead; New York Life hires Nixon as head of group benefit solutions claim operations; Pettman joins TIFIN as chief revenue officer and president; and...
CAPTRUST M&A Head Benton Leaving Firm
Rush Benton, who worked on more than 40 wealth management-focused deals, will be leaving to start his own business.
69% of Pre-Retirees Say Retirement at 65 Is Not Possible
Pre-retirees expect greater retirement hurdles than their predecessors, according to Nationwide.
Moving Beyond One-Size Fits All Benefits
New research from Nuveen shows a persistently strong labor market means benefits such as 401(k) plans matter to combatting workplace turnover.
IRS Extends Relief on Inherited IRA 10-Year Rule Enforcement
The IRS notice said 2024 will likely be the last year for the relief.
Product & Service Launches – 4/18/24
Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand; inVesti launches HSA to complement retirement offerings.
Ted Benna Joins Salt Labs as Strategic Adviser
The ‘Father of the 401(k)’ will drive Salt’s market strategy to support hourly workers.
Two-thirds of ‘Peak Age’ Boomers Face Retirement Risk
Boomers who will turn 65 between 2024 and 2030 are not set up to maintain their current lifestyle, according to the Alliance for Lifetime Income.
Rebutting 7 Retirement Income Concerns
ERISA expert Bonnie Treichel and QPA adviser Matthew Eickman teamed up to consider common objections to in-plan lifetime income options.
Su Defends DOL Budget Request at House Hearing
The pending retirement security proposal was not a focus, and only one Congressman asked about it.
Product Partnerships – 4/17/24
Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to offer 401(k) management.
Couples Share Financial Trust, Lack Planning
New Ameriprise research finds couples share trust and values around retirement goals, but often fail to follow through on planning.
Three Plan Advisers on the Convergence
Three top advisers discuss the present and future of retirement plan advisement and wealth management.
DOL Asks Plan Administrators to Provide Participant Data for Lost and Found
The missing participant database requires plans to voluntarily turn over participant data to the DOL.
HSAs: Holistic Education and Targeted Outreach
Advisers and plan sponsors should embrace holistic financial wellness and targeted outreach when engaging participants about health savings plans.