Search results for: a
Retirement Industry People Moves
North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; Mesirow appoints managing director to oversee structured debt; and more.
Investment Product and Service Launches
SEI acquires Novus Partners; Dimensional Fund Advisors lists four fixed-income ETFs; BrightPlan unveils new capabilities to support responsible investing; and more.
Some Claims Dismissed in LinkedIn Excessive Fee Suit
However, the judge has granted the plaintiffs leave to amend the ERISA complaint.
A 3.3% Withdrawal Rule Might Be More Sustainable for Retirees Going Forward
Considering low bond yields and high stock valuations, Morningstar re-examined the traditional 4% withdrawal rule.
Op-Ed: Modernizing Fixed Income in Plan Lineups: Addressing Four Key Challenges
Janus Henderson’s Adam Hetts takes a deep dive into the risk and reward of fixed-income investments in plan lineups, identifying some pressing challenges that deserve plan advisers’ attention...
The Fiduciary Insurance Market Crunch Matters for Everyone
In a Q&A with PLANADVISER, expert benefits attorney Erin Turley points to a critical emerging challenge for the retirement plan services industry and its clients: a significant tightening...
Nonmedical Benefits Shine as ‘Great Quit’ Intensifies
Younger employees who have recently left their jobs say they are seeking employers that genuinely care about their well-being, as demonstrated by the benefits and wages they deliver...
Both PBGC Insurance Programs Report Positive Financial Positions
The agency says the net positive position for its multiemployer plan program is thanks to the American Rescue Plan Act (ARPA).
Transamerica and Fidelity Partnerships Show Focus on Collective Plans
Transamerica is collaborating with FuturePlan by Ascensus on a new group plan solution, while Fidelity and Paylocity are partnering to enhance the Fidelity Advantage 401(k) pooled employer plan.
SEC Actions Underscore Adviser Risks, Responsibilities
The securities market regulator is keeping a close eye on registered investment advisers, especially when it comes to their provision of digital advisory services and the accurate assessment...
Defendants in Outdated Mortality Table Suit Agree to Benefit Recalculations
The suit against fiduciaries of a Huntington Ingalls Industries pension plan has reached a settlement that includes a $2.8 million payment.
John Hancock Retirement Introduces Signature Fiduciary Connect
The service model that offers fiduciary, administrative and investment management help is available to plan sponsors, TPAs and retirement plan advisers to assist with designing and managing a...
ESG Investing Gaining Ground With Institutional and Individual Investors
In additions, asset managers surveyed are incorporating ESG factors into their investment processes.
Self-Directed Investors Favor Equities, Especially Tech Stocks
Despite substantial market volatility, third-quarter trading volumes in self-directed brokerage accounts brokered by Charles Schwab were similar to those seen a year ago.
Practice Progress: Development of PEPs in 2021
The creation and operation of collective retirement plans has historically been a complicated affair, and while the SECURE Act has simplified key aspects of the process, some significant...
Retirement Industry People Moves
Integrated Pension Services names new sales-focused managing director; WIPN announces 2022 board composition; Relational Gravity hires principal consultant; and more.
Creative Planning CEO Peter Mallouk on Lockton Partnership
The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’...
ESG’s Growing Influence on Proxy Voting
Due to regulatory changes and market demand, proxy voting is about to be more influenced by environmental, social and governance approaches. For plan advisers, this change could open...
Investment Product and Service Launches
AllianceBernstein expands lifetime income strategy platform; Voya expands suite of target-date solutions; Vanguard Personal Advisor Services introduces five-fund active equity offer; and more.
Mercy Health Plan Fiduciaries to Pay $3.9 Million to Settle Lawsuit
The defendants will also retain an independent consultant to review investments and fees, according to the settlement agreement.