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To Rollover or Not to Rollover? That is the Question for Retirees
A line is being drawn in the retirement industry between those advocating for participants to roll out of plans and those looking to keep them in plan, according...
2023 Retirement Plan Adviser of the Year Finalists
Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.
Financial Finesse to Launch Financial Literacy Certification Program for All US College Athletes
The program aims to help students maximize their endorsement deals, prepare for the future and navigate financial uncertainty.
How to Guide Retirement Savers in 2023
Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up an emergency reserve, according to J.P. Morgan experts.
Five New Members Added to ERISA Advisory Council
The five new members join the Council, totaling 15 members, who give advice to the DOL on ERISA regulatory matters.
401(k) Participant Drops Data Breach Suit Against Transamerica
Class action plaintiff complaint files a motion to dismiss the suit against the retirement recordkeeper.
As US Awaits Biden Veto to Keep ESG Rule, Advisers Shrug
Much ink has been spilled over legislation to overturn a DOL rule that allows ESG investing in retirement plans. Plan advisers say that no matter what happens, they...
Gensler Says SEC Agnostic On Green Investing, Seeks Improved Disclosure
The SEC chair told a room of institutional investors that the regulator is “merit neutral” on how investors use climate-related information.
Advisory M&A
Americana Partners snags Texas-based Morgan Stanley advisory; Integrated Partners nets $2.5B advisory; Hub adds to Gulf South presence with insurance and benefits firm; and more.
529 College Savings Plans Reach Record Amid Student Loan Forgiveness Debate
529 college savings plans reach $411 billion as Supreme Court and private industry considers how to manage student loan burdens.
Retirement Industry People Moves
CastleKeep names Mike Benevento partner; Snowden Lane Partners adds Eduardo Alvarez Andreu; Matt Berman named president at Foresters Financial; and more.
Senators Propose Repealing Social Security Cuts to Public Pensioners
The Social Security Fairness Act would repeal two provisions that reduce payments to many retirees collecting public pensions.
John Hancock Promotes Brooks Tingle to Replace Marianne Harrison as CEO
Harrison will retire after 20 years at investing, insurance and retirement firm, replaced by insurance head Tingle.
Investment Product and Service Launches
Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and more.
The Retirement Income Question
Can managed accounts give participants the planning help they need?
Recordkeeper Consolidation: Good or Bad News for Small Managed Accounts?
Industry participants are mixed on whether recordkeeper consolidation will help or hinder business opportunities for managed accounts.
Senate Joins House in Refuting DOL’s ESG Rule
A resolution to nullify the DOL's rule permitting ESG investing in retirement plans will now go to President Joe Biden, who has said he will veto.
What Resumption of Student Loan Payments Would Mean for Employers
With pundits saying the Supreme Court will likely strike down student debt forgiveness, employers and providers are getting ready to do their part.
Adviser Product Partnerships
RBC C&C selects Vestwell as 401(k) provider; Sanctuary Wealth partners with Pontera on retirement asset management; Prudential, Vitality Global expand Latin America partnership.