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Servicing Strategies
Sharing Ownership
Advisers help sponsors limit participant use of company stock.
Talking Points
Talking Points
47% of those entering the job market—ages 20 – 24—contribute to a 401(k)plan. Likewise … 50% of workers 65 and older still contribute to their plan. 50% through...
Investment-Oriented
Make It Last
Participants must choose income products that meet their individual needs.
Cybersecurity Strategies for the Adviser Industry
Effective cybersecurity strategies start with the right tone at the top, with senior leaders who are committed to improving their organization’s digital posture.
Prudential Partners With GreenPath for Financial Wellness Offering
Users can get a free session with a certified financial counselor or enroll in a formal debt management plan for a fee.
Earnest Partners with GRPAA on Student Debt Refinancing
The goal of the collaboration is to expand awareness of refinancing as a potential solution for those looking to simplify their student loan payments and get a lower...
2020 M&A Activity Starts Strong After Record 2019
CAPTRUST has continued its serial acquisitions, but the biggest merger and acquisition news of early 2020 has been the acquisition of Legg Mason by Franklin Templeton.
Vanguard DC Plan Clients Can Add Equity Comp Services
Plan sponsors who elect to add equity compensation services will have real-time financial analysis, modeling tools and support of multiple languages and currencies integrated within Vanguard’s existing participant...
Sponsored by MassMutual
Why COLI? Why MassMutual?
Interview with Mark Laramee, Managing Director of COLI Sales, Institutional Solutions
Sponsored by MassMutual
John Hancock Adds Emergency, College Savings Tools to Financial Wellness Offering
With the click of a button on John Hancock Retirement’s participant site, participants can create an emergency savings account.
Franklin Templeton Expands Institutional Footprint With Acquisition of Legg Mason
With the acquisition, Franklin Templeton will preserve the autonomy of Legg Mason’s affiliates, ensuring that their investment philosophies, processes and brands remain unchanged.
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
The firm has successfully argued that it is entitled to negotiate and collect revenue-sharing fees from mutual fund companies in exchange for representation on its FundsNetwork platform.
15th Anniversary of Retirement Plan Adviser of the Year
Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.
15th Anniversary of Retirement Plan Adviser of the Year
Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.
Retirement Industry People Moves
Voya Retirement adds sales VP to Atlanta and South Carolina region; Thompson Hine LLP hires attorney to EBEC practice; HealthSavings appoints senior sales VP; and more.