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2023 PLANADVISER Retirement Plan Adviser of the Year
The finalists of the 2023 PLANADVISER Retirement Plan Adviser of the Year awards have been revealed! Read all about the finalists here.
Advisory M&A
PCIA acquires Cornerstone; Creative Planning adds Telarray Advisors; Heffernan Network acquires Kettering Rose; and more.
SEC’s Uyeda Expresses Concern about SEC Overreach
Republican commissioner specifically mentioned the new outsourcing rule, pay-to-play enforcement and compliance periods for SEC rules.
DB Pension Risk Transfers May Slow Due to Lack of Liquidity
Experts at last week’s PLANADVISER DB Summit discussed the challenges of transferring risk despite high interest rates.
Within ESG, Companies Most Engaged with Environmental, Social Issues
A recent report from ISS ESG indicated that environmental topics receiving the most attention related to water and biodiversity. The leading social topics of interest were gender equality...
White House Budget Proposal Increases Funding for DOL Enforcement Actions
President Joe Biden’s proposal for fiscal 2024 also provides Social Security Administration, IRS with more money to improve customer service.
Retirement Industry People Moves
T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named head of portfolio management at Insight Investment; and...
Biden’s 2024 Budget Proposes Certain Investment-Related Taxes
The president’s budget increases various taxes such as those on capital gains for millionaires and stock buybacks.
Investment Product and Service Launches
EP Wealth introduces diversity scholarship; Vanguard launches short-term tax-exempt bond ETF; Lincoln Financial Group enhances industry-leading MoneyGuard suite.
2023 HSA Conference
April 19-20, 2023 | Virtual Conference
CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting
Monroe Vos founder says joining CAPTRUST will provide scale of economics.
Empower Announces Consumer Wealth Management Division
Services include combining, monitoring, and advising wealth across investments, including workplace retirement plans.
EBSA Announces Three-Part Webinar Series on Fiduciary Duties
The webinars will cover retirement plans and group health plans.
Senators Propose Legislation to Encourage Social Security Literacy
The legislators want to increase the clarity and number of paper statements workers receive from the Social Security Administration to encourage collection of larger benefit amounts.
Student Loan Firm Candidly Raises $20.5M in Financing
Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment firm Altos Ventures.
Human Interest Targeting 401(k)s for Hourly Workers
The low-fee, BlackRock-backed provider sees a retirement savings gap affecting workers in service industries.
Managing Investment Risk in Chinese Assets
An expert panel hosted by CII discussed the risks of investing in China and what it means for retirement plan investment selection.
The PLANADVISER Interview: Anne Lester, TDF Pioneer, Debut Author
The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.