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2023 RPAY – William Peragine, HUB International Retirement & Private Wealth
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.8 billion Median plan size (in assets): $38 million Plans under administration: 48 Total participants served: 26,000...
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 – Rehmann Financial
Business at a Glance as of 12/31/22 Plan assets under advisement: $946 million Median plan size (in assets): $1.3 million Plans under administration: 296 Total participants served: 16,500...
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 – Loraine Montanye and DBR & CO.
Business at a Glance as of 12/31/22 Plan assets under advisement: $7.1 billion Median plan size (in assets): $4.9 million Plans under administration: 46 Total participants served: 93,915...
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...
2023 RPAY – Strategic Retirement Partners
Business at a Glance as of 12/31/22 Plan assets under advisement: $15.14 billion Median plan size (in assets): $5.06 million Plans under administration: 1,000 Total participants served: 268,000...
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.
CITs May Be the New Mutual Funds of DC Plans: Have They Earned It?
Low-fee collective investment trusts, already popular among large plan sponsors, may be moving down-market to smaller plans.
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.
Judge Dismisses Excessive Fee Complaint Against HR Firm TriNet
The 2020 retirement lawsuit alleged that the plan committee did not properly monitor recordkeeper and investing fees.
Retirement Industry People Moves
Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.
House Committee Unanimously Approves Bill Requiring SEC to Study Size Cutoff for Advisory Firms
The Small Entity Update Act requires the SEC to revisit the ‘small entity’ definition of advisory firms every five years.
EBRI Finds Inflation Eroding Retirement Confidence
It's the biggest drop in retirement confidence since the 2008 Global Financial Crisis, according to the research institute.
Morningstar Introduces AI Adviser to Aid Evolving Investors
Artificial Intelligence could play a role in scaling investment advice and decisionmaking.
GOP Budget Plan Calls For Spending Cuts That Would Include Social Security Administration
The bill that passed the House yesterday would threaten delays in Social Security payments, according to an industry lobby group.
Black, Latino Workers Lag Behind in Retirement Saving
A Voya study finds added financial challenges reduce plan participation, savings rate and average balances for Black and Latino employees.