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2022 RPAY – Anton Brog, Wagstaff & Crawford/LPL Financial
Business at a Glance as of 12/31/21How many plan assets do you have under advisement? $488 million as a teamWhat is your median plan size (in assets)? Approximately...
2022 RPAY – Kelli Send, Francis Investment Counsel
Business at a Glance as of 12/31/21Plan assets under advisement: $12.3 billionMedian plan size (in assets): $60.1 millionPlans under administration: 90 plansTotal participants served: 128,500PLANADVISER: Tell us about...
2022 RPAY – Eduardo Gimenez, Raffa Financial Services, a division of HUB International
Business at a Glance as of 12/31/21How many plan assets do you have under advisement? $1.2 billionWhat is your median plan size (in assets)? Approximately $9 millionHow many...
2022 RPAY – Ryan Campagna, Sentinel Pension Advisors
Business at a Glance as of 12/31/21How many plan assets do you have under advisement? $9 billionWhat is your median plan size (in assets)? $7.5 millionHow many plans...
Edelman Launches Corporate Retirement Plan Financial Wellness Program
The program seeks to gain insight into the financial health of employees and provide them with counseling to address critical needs.
Insurance Executives on the Evolving Retirement Landscape
Leaders at CUNA Mutual Group and Allianz Life speak about the prospects for legislative and regulatory progress in 2022, especially when it comes to the broader distribution of...
2022 HSA Conference: Creating the Optimal Plan Design
There are several major items to consider when designing the optimal health savings account program.
2022 HSA Conference: An HSA Overview
Speakers provided a high-level overview of health savings accounts and provided an in-depth look at some key HSA features and investing options.
Washington University ERISA Lawsuit Reaches Settlement
The parties have reached a $7.5 million settlement agreement some months after a circuit court revived the long-running ERISA fiduciary breach lawsuit.
Investment Product and Service Launches
Dimensional announces plans to offer four sustainability ETFs, and more recordkeepers join LeafHouse–iJoin managed account program.
Retirement Industry People Moves
AssetMark appoints new chief investment officer; AIG names new chief investment, risk and underwriting officers; Verus adds two senior consultants in Chicago; and more.
Retirement Plan Lawsuit Against Veterinary Hospital Network to Proceed
A court has rejected the plan sponsor’s motion to dismiss breach of fiduciary duty allegations.
Welcome to the Rising Rate Environment
In the face of sustained inflation and the Federal Reserve’s push to boost interest rates, asset managers and advisers are tweaking portfolios and rethinking longstanding allocations.
Bank of America Launches New Lifestyle Spending Account Benefit Program
The goal of the new program is to allow plan sponsors to use savings incentives to promote healthy habits and overall employee wellbeing.
Finding the Intersection of ESG and Performance
Identifying companies with positive ratings is not enough, experts agree, as companies’ financial positions must also be considered.
Salesforce Retirement Lawsuit to Continue
A federal appeals court judge’s ruling reversed and remanded the case after motions to dismiss were granted by lower court rulings