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.
What Plan Sponsors Should Expect From a Retirement Plan Adviser
As plan sponsors look to evaluate their relationship with their financial advisers, experts say it is critical that advisers understand more than just retirement.
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.
Empower Partners with Rockefeller Capital on 3(38) Service
Plan sponsors and plan fiduciaries that use the service would add an extra layer of fiduciary protection, with Rockefeller serving as an ERISA 3(38) investment manager.
PLANADVISER Adviser Choice Awards
PLANADVISER announces winners of annual Adviser Choice Awards, to be handed out at the 2022 PLANADVISER Industry Leaders Awards on May 3, 2022 in New York City.
DC Plan Investment Menu Evolution Continues
One telling stat identified in new NEPC research is that managed account adoption has remained stagnant for several years now, while index-based target-date funds have grown in popularity.
Recordkeeper Empower Retirement Announces Name Change
The change, which will see the word ‘Retirement’ dropped from the recordkeeper’s name, represents the company’s efforts to enhance its overall financial wellness offerings.
More Retirement Industry Trends to Prepare for in 2022
A new year is starting in less than a month, and with it will come new challenges and opportunities across a changing defined contribution plan landscape.
What Is Too Few?
T. Rowe Price CEO Change Reflects Financial Industry Trends
During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.
Antitrust Concerns Scuttle Aon-Willis Merger Proposal
Despite winning regulatory approval of the combination from the European Commission, Aon and Willis Towers Watson have reached an impasse with the U.S. Department of Justice, says Aon CEO Greg Case.
Learning from Asset Managers’ Defined Contribution Plans
Companies that help retirement plan sponsors with investments also provide benefits to their own employees; in some ways, assets managers’ plans resemble the broader marketplace, while in others they stand out.
Can the Big Recordkeepers Keep Getting Bigger?
Kevin Barry, president of workplace investing for Fidelity, talks recordkeeping industry consolidation and the need for scale.
R6 Shares in HSAs Are Just the Beginning
Advisers and providers in the defined contribution plan arena want to take a bite out of banks’ dominance in the health savings account marketplace, and they are building solutions to make it happen.
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
Executives overseeing the survey report agreed that the U.S. is just beginning to see the real impact of decades of public policy decisions and private employer efforts to fundamentally reshape the retirement landscape.
ABG Rocky Mountain Offers Stadion StoryLine
The StoryLine process seeks insight into an employer's overall plan makeup, with the intent of tailoring default options for each plan sponsor.
Empower Interface Update Blends HSA and Retirement Plan Reporting
Via the new client interface, participants can see their projected health care costs in retirement compared against the projected balance in their HSA.
Retirement Planning for Business Owner Clients
Financial Wellness 360 Expanded for Plan Sponsors
One element of the Financial Wellness 360 program is Lifestyle Benefits, a suite of self-service resources that help employees “address today’s financial challenges and prepare for tomorrow.”
Responsive Design Enhances Financial Wellness Programs
To improve engagement with financial wellness programs, companies are employing new tools based in behavioral science and powered by responsive technology.