Search results for: a
M&A UPDATE: Lockton and Creative Planning Latest to Join Forces
One industry merger and acquisition expert familiar with the background of this deal says it represents a significant milestone in the broader M&A action that has been remaking...
Demand for Talent Outstrips Labor Supply
Among 160 human resources leaders polled by Willis Towers Watson, only 2% indicate they are having no problems with employee attraction and retention.
Survey Finds a Clear Lack of Health-Focused Savings
More than one in five older women report zero savings for medical bills.
The Role of Pro Bono Services in Financial Advisers’ Practices
Pro bono advisory work is helping to serve those who have been traditionally under and poorly served by the financial advisory industry—while giving some advisers a renewed sense...
Kroger Faces ERISA Recordkeeping Fee Lawsuit
Fiduciaries of the grocery chain’s 401(k) plan are accused of allowing unreasonably high fees for recordkeeping services and failing to disclose to plan participants fees associated with the...
Competition for Talent Likely to Increase in 2022
As many as one in three workers say they are set to retire or considering leaving their current role in the next 18 months, according to a new...
J.P. Morgan: Doing Well and Doing Good Are Compatible
Historically, investors tended to consider ESG factors either to increase risk-adjusted returns (doing well) or to achieve sustainable outcomes (doing good). A new analysis suggests there is no...
OneAmerica Launches Retirement Plan Offering As Alternative to PEPs
OneConnect is a multiple employer approach that is available to businesses that want to sponsor ERISA 403(b) and 457 plans as well as to those who want to...
Long-Term Care Concerns Dog Older Workers and Retirees
Those that enter retirement married have the most resources to handle care needs, while women who are unmarried have the least, according to a new survey.
Retirement Industry People Moves
Wagner Law Group adds new attorney; NEPC hires former Aon executive as defined contribution solutions leader; HealthEquity completes acquisition of Further; and more.
Provider Reviews, Contracts Emphasized in DOL Cybersecurity Guidance
Retirement plan fiduciaries often rely on their service providers to create the electronic systems used to maintain participant data and conduct electronic transactions involving plan assets—so the Department...
Groceries and Gas Fuel Inflation Concerns
Based on worries about inflation and Federal Reserve policy decisions, market watchers say it would be natural to see a market correction heading into the end of the...
Most DC Plan Participants Can Defer Up to $20,500 to Plans in 2022
The IRS has announced 2022 retirement plan contribution and benefit limits.
Investment Product and Service Launches
PIMCO, Morningstar team up on personalized TDF solution; Schwab launches the Schwab Ariel ESG ETF; and Confluence Technologies to acquire Investment Metrics.
Practice Progress: 15 Years of Industry Evolution
When PLANADVISER Magazine was founded in fall 2006, the Pension Protection Act had just been passed, and industry professionals were asking big questions about their own futures. Today,...
Newport Group Will Merge With Ascensus
The acquisition will expand the solutions and expertise Ascensus provides to its clients and adviser partners.
Retiree Poverty Rates Vary Substantially by State
Higher than average rates of poverty among Americans over the age of 65 can be found in 19 states and Washington, D.C., according to a MagnifyMoney survey.
GSAM, Ascensus Partner on Solution for Small and Midsized Businesses
The firms say it gives companies access to asset management, retirement expertise and guidance for employees via a technology platform.
Including HSAs in an Adviser’s Practice
Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement is a top concern for them, so it...
IRS Summarizes Retirement Plan Hardship Withdrawal Rules
An updated Issue Snapshot reflects changes made by the Bipartisan Budget Act of 2018 and subsequent IRS regulations.