Tag: Advice

Meet SageView’s New COO, Fresh From Goldman Sachs

Jorge Bernal joins SageView as chief operating officer after serving as co-head of advisory services for Goldman Sachs Personal Financial Management, underscoring the retirement plan advisory industry’s increasing focus on ‘wealth and retirement.’

A Conversation with the SEC at PANC 2022

Experienced retirement plan advisers know the Securities and Exchange Commission is a critical regulator for their industry. In September, we’ll sit down with the SEC for a discussion about the Commission's many concurrent priorities.

A Q&A With an Adviser to Advisers

AssetMark’s Matt Matrisian says leading firms in the retirement plan adviser industry are increasingly focused on business management issues, with many shop leaders having to step back from their preferred activity: spending time with clients.

Retirement Income Evolution

Experts agree that few defined contribution retirement plan participants can successfully manage their retirement spending on their own, meaning it is crucial for advisers and providers to help solve the ‘decumulation challenge.’

A Profound Opportunity for Advisers

A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected to shift into the hands of U.S. women over the next five years.

Insurance Executives on the Evolving Retirement Landscape

Leaders at CUNA Mutual Group and Allianz Life speak about the prospects for legislative and regulatory progress in 2022, especially when it comes to the broader distribution of annuity products to retirement plan investors.