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Advisers Giving Back: Gallagher and the Special Olympics
Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting difference in communities across the U.S. and the...
Best Candidates for Annuities
Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best.
HUB International Acquires Alpha Pension Group
The acquisition is expected to be one of many that HUB will enact in 2021.
Plaintiffs Petition SCOTUS in Wells Fargo Stock-Drop Litigation
The plaintiffs’ plea to the Supreme Court questions the precedents set by Fifth Third v. Dudenhoeffer—a 2014 high court ruling that significantly raised the pleading standards for ERISA...
15th Anniversary of RPAY: Heffernan Financial Services
Despite the lack of in-person communication in 2020, the practice has gained a fair amount of new business by disseminating promotional videos.
$30 Million Settlement Reached in Lawsuit Over DB Plan Funding
The case concerns the St. Joseph Health Services of Rhode Island Retirement Plan, which the lawsuit says failed to be a 'church plan' under ERISA.
15th Anniversary of RPAY: Cammack Retirement Group
The firm has seen its assets nearly double in only a few years, which senior partner Mike Volo says is a testament to the group’s quality team.
Aquiline Capital Partners Takes Majority PE Stake in SageView
SageView’s newly announced private equity backing underscores the same pressures and opportunities that have been reshaping the retirement plan adviser industry for years.
2020 in Review: M&A Activity Continued Unabated
Apart from the influence of the coronavirus pandemic, few retirement plan adviser industry trends received more headlines this year than the pace of mergers and acquisitions.
Workers’ Retirement Confidence Has Declined Due to COVID-19
More than half have experienced one or more negative impacts to their employment.
Union Pension Funding Advocate Urges Immediate Action
Beyond the ethical imperative to address the crisis facing many multiemployer pensions, today’s ultra-low interest rate environment presents an opportunity too good to pass up, one union pension...
‘Annexus Retirement Solutions’ Launch Signals Rise of DC Plan Lifetime Income
The firm says the formal launch of Annexus Retirement Solutions precedes the rollout of innovative in-plan retirement income solutions in 2021.
Vestwell Partners With Envestnet on 3(38) Services
The services will now be available to Vestwell advisers.
HUB International Running Full Steam Ahead on RIA Acquisitions
The aggregator expects it will announce several more acquisitions of leading retirement plan advisory firms this year and have a busy 2021.
Baystate Fiduciary Advisors Latest to Join HUB International
The pandemic-triggered recession has not slowed down merger and acquisition activity in this space, as yet another PLANADVISER Top 100 firm has been acquired by HUB International.
Assessing the Latest Market Jitters
One market watcher says optimism about the end of the coronavirus pandemic drove markets up, but a newly prevailing sense of reality has delivered a commensurate adjustment.
Can Fixed and Variable Annuities Go Together?
Investing experts say smartly pairing the two types of annuities with other investments in a retirement portfolio can deliver significantly more income compared with a traditional withdrawal strategy.
Gen X Facing the Stark Reality of Retirement
More than any other generation, its members are receptive to in-plan guarantees.
15th Anniversary of RPAY: SageView Advisory Group
Since 2014, the consolidation that has taken place among recordkeepers and advisers has played to SageView’s strengths as an aggregator, says CEO Randy Long.