The PLANADVISER Interview: John Longley, CEO, SageView
The new CEO discusses what he sees in SageView’s opportunity to leverage the retirement and wealth convergence.
Tag: retirement plan advisers
LIMRA: Plan Advisers Will Play Key Role in Future of In-Plan Annuities
Of plan sponsors considering an in-plan annuity, 79% do so through a plan consultant or adviser, according to a LIMRA...
PLANADVISER Practice Progress Series: Participants
Top plan advisers stressed the importance of working with participants beyond just the retirement plan.
100% of Large Retirement Plan Advisories Now Include Wealth Strategy, According to T. Rowe
In 2019, only half of plan advisers were considering a wealth strategy, but the opportunity to enhance profits by offering...
Advisers Selling Product, Not Process, in Fiduciary Rule Crosshairs
Experts discuss the ripple effect of the Department of Labor’s proposed fiduciary rule amendments.
OneDigital Offers 401(k) Solution by Principal to Small Business Clients
OneDigital advisers will use Simply Retirement by Principal, with the goal of streamlining the process of setting up a retirement...
Open Enrollment Means Open Door to Participant Conversations
While open enrollment season is generally seen as too crowded to push 401(k) saving, it is a time for many...
Creative Planning Acquires Mesirow’s Retirement Advisory Business
The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.
Security Benefit COO: There’s Potential for Advisers to Work More With Women
A benefits expert shares barriers that affect women’s decisions to create a financial plan or find an adviser.
Retirement Advisory M&A Persists Amid Overall Deal Decline
DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement...
Alera Adds More Retirement Benefit Specialists, Capabilities
Firm adds Brio Benefits and a retirement plan consultant joins its Waterford Group company.
Mentorship Can Provide Clear Benefits for Women in Retirement Sector
OneAmerica experts said women in the retirement profession can find valuable relationships with both female and male mentors.
Voya Adds Retirement Plan Advisement Client Management Tool
The offering is geared toward emerging- and middle-market plan sponsors; meanwhile, Fidelity announced resources for independent RIAs.
2024 Retirement Plan Adviser of the Year Nominations Are Open
If you work with or know of a great plan adviser or adviser team, please help PLANADVISER recognize the best...
Personalizing DC Investing Grows Thanks to Data, Coordination, Panelists Say
Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to...
The PLANADVISER Interview: Kourtney Gibson, Chief Institutional Client Officer, TIAA
The head of the firm’s retirement solutions group talks guaranteed income, the savings gap and treating consultants and advisers as...
Marsh McLennan Promotes New President of Mercer Division as CEO Prepares Departure
Pat Tomlinson was promoted to president of the company’s HR consulting arm, with Martine Ferland preparing to step down in...
Employee Benefit Programs: Integrating Financial Wellness Milestones
The CEO of an employee benefits technology firm shares key milestones to best engage participants.
As Student Loan Repayments Resume, Employers Can Help
Advisers and employers can prepare their participants for the financial shift and potential eligibility for matching funds in 2024.