NFP Acquires ACG, Expanding Retirement, Wealth Capabilities
NFP and its Wealthspire Advisors division bring on a Virginia-based corporate retirement advisory, TPA and wealth manager.
Smart Retirement Launches PEP with Transamerica
The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
DC Plan Council Expects Increase in Real Estate Investing
Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility
Only 2.5% of DC plan participants halted contributions to their plans in 2022.
DB Pension Risk Transfers May Slow Due to Lack of Liquidity
Experts at last week’s PLANADVISER DB Summit discussed the challenges of transferring risk despite high interest rates.
CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting
Monroe Vos founder says joining CAPTRUST will provide scale of economics.
2023 PLANADVISER Adviser Choice Awards
PLANADVISER announces winners of its annual Adviser Choice Awards, to be handed out at the 2023 PLANADVISER Industry Leader Awards on May 10, 2023, in New York City.
Adviser Product Partnerships
Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team upon alternative investment offering.
Alternatives Get More Consideration Heading into 2023
Solving the Liquidity Factor for Alternative Investments in DC Plans
Current Annuities Boom Still Likely Faint for DC-Plan Advisers
Annuity sales are on a tear in 2022, drawing interest, but potentially limited implementation from defined contribution retirement plan advisers and sponsors.
Think Again: When Should Workers Begin Saving for Retirement?
A new study in the Journal of Retirement argues that if one’s goal for retirement saving is to keep their income as level as possible through their life, then they should postpone retirement saving at least into their 30s.
Lori Lucas to Depart EBRI CEO Role After 5 Years at the Helm
Lucas will continue in her current role through the end of 2022 and will help the research organization search for and transition to a new leader.
Advice Demand Buoys Optimism About Managed Account Growth
Why a Regional Bank Feels Well-Positioned for Small-Plan Success
IRS Private Letter Ruling Addresses DB-to-DC Asset Transfer
While it applies only to the immediate case, the IRS’ approval of a transfer of excess assets from a terminating pension plan to three ongoing defined contribution plans is instructive for other taxpayers.
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The New Vesting Schedule Debate
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.
Americans’ Retirement Expectations Remain Fluid
Survey results from WTW show the pandemic has changed the way different age groups set retirement expectations.