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Product & Service Launches – 2/1/24
Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth Annuity Guaranteed Pension Plan; and more.
Ascensus, American Funds Launch Partnered PEP
Ascensus will administer the PEP with American Funds TDFs, leveraging both firms’ distribution networks with advisers and plan sponsors.
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.
Managed Accounts, By the Numbers
PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
Can 403(b)s and CITs Some Day Be Friends?
Legislation to permit the pooled investment into 403(b) plans continues to inchworm its way through Congress.
How Financial Advisers Can Beat Out Popular ‘Finfluencers’
Advisers should emphasize their value propositions, such as professional competency and duty of care, according to CFA policy center.
The Standard Names New National Retirement Plan Sales Director
Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s recordkeeping business.
3 Cs Give Many Plan Sponsors Pause on In-Plan Retirement Income
A Greenwald study finds plan sponsors often in favor of retirement income, but seeking solves for complexity, cost and choice.
Auto-Portability Key to Retirement Security, Says EBSA’s Gomez
With guidance published in the Federal Register, the assistant secretary of labor noted a connection between auto-portability and the retirement security rule in protecting participant savings.
Empower Hires Dave Gray for New Enterprise Solutions Role
The former Fidelity workplace products head will work across the company on platform and partnership enhancements.
BlackRock Heightens DC-Adviser Focus
Firm announces new resource center, and leader, to work across DC plan and financial advisement.
Advisers Hardly Ever Recommend Active TDFs to Retirement Plans, Research Shows
A report from Cerulli also found that student loan matching and Roth matching are among the most recommended SECURE 2.0 provisions to plans.
OneAmerica Announces Rebrand to OneAmerica Financial
The firm’s logo and website will both be updated in an effort to clarify the focus of the Indianapolis-based company’s work.
Advisory M&A News – 1/29/24
Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces addition of Shawn M. Scott team.
Leading Teams Starts With Mindset Shift
Many advisers rise through the ranks due to success with clients, but leading often takes other skills, writes a Hartford Funds VP of applied insights.
Commenters Request Eased Enforcement on SECURE 2.0 Part-Time Eligibility
Many stakeholders expressed concern with the administrative hassle of tracking the service of long-term, part-time employees and said compliance would take a lot of time.
Retirement Industry People Moves – 1/26/24
Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more.
Delta, Amazon Point to Importance of Emergency Savings For Employees
Benefits representatives discussed the importance of emergency saving assistance for employees at the EBRI-Milken Retirement Symposium.