Both professionals will assume vice president of business development roles.
Tag: 403(b) Services
A workplace solution from Transamerica and Merrill Lynch expands offerings for 403(b) clients.
Shane Hall Financial has partnered with PlanMember Securities Corporation as a PlanMember Financial Center.
The Internal Revenue Service offers one-page checklists to help with reviewing retirement plan operations.
The use of consultants and advisers by retirement plan sponsors in the higher education market has almost tripled since 2010, with 90% of respondents to a survey by Cammack Retirement Group utilizing some type of adviser.
Edmund F. Murphy III has been named president of Great-West Financial’s combined retirement organization, integrating the businesses of Great-West Financial, Putnam Investments and J.P. Morgan Retirement Plan Services.
More than seven in ten (71%) retirement plan sponsors in the health care industry utilize the services of an adviser, consultant or some other intermediary, according to a survey by Transamerica.
As an adviser to workplace retirement plans, you’ve helped participants save money for retirement, but when they’re ready to retire, will they turn to you?
FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has rolled out its Investment Provider Xchange (IPX) platform.
Non-profit does not mean there is no revenue to be generated from this market.
As 403(b) plans continue to evolve, there are still ample opportunities for plan advisers to help plan sponsors improve their plans and processes.
Advisers have an untapped opportunity to help 403(b) plan sponsors, especially because these plans increasingly have features in common with 401(k)s.
Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.
403(b) plans offer advisers access to a large amount of assets.
The SPARK Institute created an Investment Provider Information Form for Multivendor 403(b) Plan Participant Disclosure.
Sponsors of 403(b) retirement plans continue adapting to regulations from the Department of Labor (DOL) and continue making improvements.
The language advisers use is critical in reaching senior citizens to explain investment products, according to the research firm Hearts & Wallets.
Recent fee disclosure guidance addresses some unanswered questions for 403(b) plans.
Among benefits most directly related to economic security, employers with 50 or more employees are most likely (96%) to offer 401(k) or 403(b) retirement plans.
There is much opportunity for advisers in the 403(b) church plan market, but one should get educated first, because church plans are different.