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William Huffman will take the CEO role for TIAA’s investment management division.

The advisory’s second pooled employer plan will include a default iJoin managed account and has plans for a TIAA/Nuveen retirement income investment.

The tool is available out-of-plan to Voya’s Workplace Solutions clients.

PIMCO’s survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.

Cerulli found that most financial wellness solutions are used at a rate of under 20%, with muddled communication and definition of services potentially crimping uptake.

Mercer parent Marsh McLennan will expand its international retirement footprint with purchase of Cardano.

Using the consumer price index for the elderly for cost-of-living adjustments would likely result in higher Social Security benefits.

Funded status improvement continues for fifth consecutive month, though in contrast to April, strong equity markets bolstered a decline in fixed income, firms report. 

The two acts would require more disclosures from providers to payers.

Blue Ridge Associates acquires Tax Sheltered Corporation; Generational Wealth Partners returns to Ameriprise Financial; Kin Wealth joins Commonwealth; and more.

Financial advisers’ growth plans include additional client services such as multi-generational planning, college saving and 401(k) asset management and plan startups, according Schwab.

Firm taps Fidelity’s life insurance president to bolster retirement, life insurance and annuity offerings to its network of over 10,000 financial advisers.

Fiduciaries must have a strong process to determine the best qualified default investment alternative for their plan’s participants, said a panel at the PLANSPONSOR National Conference.

The telecommunications firm says allegations of fiduciary breach are misplaced and should sit with its independent fiduciary SSGA.  

CFP Board appoints managing directors; Royal Bank taps Sanya as CEO of U.S. asset management; Aon names Reese CFO; and more. 

While the IRS has provided guidance on the new provision, there is still clarification needed, according to an expert.

Panelists at the PLANSPONSOR National Conference discuss how participant data paired with plan design can help address saving disparities in the workforce.

Cost-of-living increases and strengthening economies have driven worker demand for higher wages in the U.S. and across the globe, a new report finds.

Vestwell, J.P. Morgan offer partnered small plan 401(k) program to financial advisers; Mercer Advisors launches private market investing access to individual cilents; Vanguard shifts an investment adviser on...