Deals & People March 15th, 2024 Retirement Industry People Moves – 3/15/24 Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO;...
Deals & People January 11th, 2024 Principal Asset Management Names Kamal Bhatia President, CEO Bhatia will replace 40-year Principal veteran Pat Halter in leading the firm’s asset management division.
Deals & People December 1st, 2023 Retirement Industry People Moves – 12/1/23 Principal promotes Branham to national retirement investment director; Natixis bolsters retirement product sales; Voya hires Marchese to lead wealth solutions...
Client Service November 21st, 2023 Infosys Ransomware Attack Affecting Nonqual Plans Nearing Fix Account holder plans may be nearing reactivation, but are still on hold through at least November 27, according to a...
Client Service November 16th, 2023 Infosys Cybersecurity Event Disrupting Recordkeeper, Insurance Platforms T. Rowe Price, Vanguard, Principal, and Ascensus note ongoing system issues due to cybersecurity problem at US-based division of Infosys.
October 27th, 2023 Q3 Reports Show Growth for Retirement Sector Providers Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.
On the Move On the Move Long Moves to Board Chairman SageView Advisory Group CEO and founder Randy Long stepped into the role of board chairman,...
Data & Research September 25th, 2023 As Women Face Uncertain Retirement Outcomes, Advisory Practice Says: ‘Relate’ The need to relate more to female participants comes as 71% of women report they will outlive their retirement savings, according...
Deals & People August 25th, 2023 Retirement Industry People Moves Early assumes role of chief strategy officer at Vestwell; Principal selects Dessouki as chief marketing officer; Puerto joins J.P. Morgan...
Deals & People July 14th, 2023 Retirement Industry People Moves Perigon selects Hasan as CIO; State Street appoints Donohue as head of sustainability; GoldTree hires Plotke as principal.
Deals & People July 11th, 2023 Principal Bolsters Retirement Division With Leadership Hires Principal adds four industry leaders to support the growth of its U.S. retirement business.
Deals & People July 6th, 2023 Principal Joins Portability Services Network Consortium now has representation from the country’s five largest plan sponsors.
Products June 8th, 2023 Investment Product and Service Launches Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.
Client Service April 2nd, 2023 For NQDCs to Meet Growth Potential, Experts Turn to Customization Less than half of recordkeepers currently offer “top hat service” for highly compensated employees.