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Workers Remain Optimistic About Retirement
Workers are confident that they will have enough money for basic expenses during retirement.
The CAIA Association Introduces New Educational Tool
The association’s new platform is designed to fill educational gaps for advisory professionals across the wealth management industry.
Investment Product and Service Launches
AssetMark announces values-driven investment program and inaugural ESG report; Dimensional lists three new emerging markets equity ETFs; Allspring Global Investments selects SEI Trust Company to serve as successor...
2022 RPAY – Sean Bjork, Bjork Asset Management, Inc.
Business at a Glance as of 12/31/21:– Plan assets under advisement: $412 million – Median plan size (in assets): $5.4 million– Plans under administration: 34– Total participants served:...
CFP Board Publishes New Book on Psychology of Financial Planning
The book seeks to help advisory professionals understand the psychology of financial planning, and its publication coincides with the first time the topic of psychology is factored into...
Guaranteed Income Options May Boost Retirement Confidence
Interest in access to guaranteed lifetime income in retirement rose during the pandemic, but education and adoption has been slow.
Industry Thoughts on Emergency Savings
The general consensus is that emergency savings solutions should enable greater short-term savings while preserving long-term investments, DCIIA says in a new report.
New RMD Rules Mean the End of an Era for IRAs
Advisers should revisit planning for those who were counting on the 'stretch‘ IRA.
Meet the Plan Adviser of the Year Finalists
Read all about the 2022 finalists here. The winners in each category will be revealed next week at our all-new PLANADVISER Industry Leaders Awards.
2022 RPAY – Shannon Maloney, Strategic Retirement Partners
Business at a Glance as of 12/31/21Assets under administration: $681 millionMedian plan size (in assets): $14 millionPlans under administration: 47Total participants served: 6,000PLANADVISER: Tell us about your practice...
IRS Provides Sample Language for 403(b) Plan Provisions
The agency issued a listing of required modifications for pre-approved plans.
Sponsored by MassMutual
Considering COLI in a Tight Labor Market
Interview with David Mohr, Head of COLI Sales and Distribution at Massachusetts Mutual Life Insurance Company (MassMutual)
Sponsored by MassMutual
Retirement Industry People Moves
OneDigital hires chief information officer; the CFP Board appoints new chief financial officer; Alight hires wealth consultant relations director; and more.
Excessive Fee Lawsuit Will Proceed Against Xerox
The complaint alleged breach of fiduciary duty obligations and excessive fees for recordkeeping services.
Labor Shortages Mean Benefits Shine
Recent trends have helped to exacerbate the shortage of workers available to many businesses, putting a spotlight on the importance of well-constructed compensation and benefits packages.
2022 RPAY – Matthew Compton, Brio Benefit Consulting, Inc.
Business at a Glance as of 12/31/21Plan assets under advisement: $503 millionMedian plan size (in assets): $12 millionPlans under administration: 42Total participants served: 13,520PLANADVISER: Tell us about your...
2022 RPAY – Robert Massa, Qualified Plan Advisors
Business at a Glance as of 12/31/21Plan assets under advisement: Approximately $2.25 billion and our team advises on about $6.75 billionMedian plan size (in assets): $17 millionPlans under...
2022 RPAY – John O’Brien, Venture Visionary Partners
Business at a Glance as of 12/31/21Plan assets under advisement: $518,673,226 Median plan size (in assets): $3,151,216Plans under administration: 61Total participants served: 8,296PLANADVISER: As a retirement plan adviser, what...
2022 RPAY – Brady Dall, OneDigital
Business at a Glance as of 12/31/21Plan assets under advisement: $4 billionMedian plan size (in assets): $25 millionPlans under administration: 163Total participants served: Approximately 110,000PLANADVISER: Tell us about...
2022 RPAY – Scott Ciullo, KerberRose
Business at a Glance as of 12/31/21Plan assets under advisement: $168 millionMedian plan size (in assets): $2.8 millionPlans under administration: 60Total participants served: 3,347PLANADVISER: How is your team/process/structure...