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MyCTSavings Launch Hailed by State Leaders
Discussing the program’s launch with PLANADVISER, Connecticut Comptroller Natalie Braswell says the goal of the program is straightforward—to help ensure everyone can achieve a financially secure retirement regardless...
The State of Social Security: Mixed Perspectives
Experts say the uneven economic impact of the COVID-19 pandemic in some ways minimized its likely long-term effects on Social Security reserves, but longstanding solvency problems remain.
Some 403(b) Plan Sponsors Don’t Have Information Needed to Monitor Fees
A GAO study found a wide range in 403(b) plan recordkeeping and investment management fees.
Introducing the 2022 PLANADVISER Vision Awards
With the inaugural edition of the award, we recognize WIPN—WE Inspire. Promote. Network.—and Bradford Campbell, partner at Faegre Drinker and former head of the Employee Benefits Security Administration.
Retirement Plan Participants Want Their Investments to Make a Difference
Fiduciary considerations must still drive environmental, social and governance investment selection.
Gallagher Joins Advisor Group Network
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.
Retirement Industry People Moves
HUB International acquires 401(k) Advisors; Creative Planning acquires Resource Management; GW&K Investment Management names new partner; and more.
Insurer Calls Majority of Excessive Recordkeeping Fee Claims ‘Bogus’
Daniel Aronowitz, of Euclid Fiduciary, says a whitepaper published by his firm is meant to give perspective on which cases are illegitimate.
How Thoughts About the SEC’s Regulation Best Interest Have Evolved
Nearly two years into the enforcement of Reg BI, debate continues about its influence on the advisory and brokerage industries.
2022 PLANADVISER Top Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Biden Administration Extends Student Loan Pause Through August
The Department of Education says the extension will provide additional time for borrowers to plan for the resumption of payments, reducing the risk of delinquency and defaults after...
Pontera and Mutual Group Launch New Partnership
The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface.
AIG Wellness Check Links Retirement to Personal Financial Goals
The interactive financial assessment can help individuals develop a personal plan for their financial goals, retirement among them.
Investment Product and Service Launches
New York Life Investments announces new brand for its private markets alternatives boutique; State Street Global Advisors launches ESG-focused ETF.