SPACS, the Advisory Business and M&A Trends
Adam Dooley talks with PLANADVISER about the company he wants to buy with his new special purpose acquisition company, which...
Tag: Retirement Plan Industry
Itzoe Launches Getre(k)ruited.com Industry Networking Platform
Josh Itzoe says the idea for his new venture—a networking and hiring platform focused on firm culture and professional preferences—came from conversations he has had since selling his...
Trends
Talking Points
Plain Speak Advisers might keep in mind that when asked to choose the term that fits each definition given below, this is what plan participants said: Adviser Firms...
Introducing WIPN — WE Inspire. Promote. Network.
A year or so ago, WiPN leadership was looking at how much it had evolved and realized ‘we needed the...
Trends
‘Game Changers’ Reflect Progress
The evolution of our Top 100 Advisers list represents the evolution of the retirement plan adviser industry, which has undergone fundamental shifts in business models since PLANADVISER’s founding.
Lori Lucas New President of EBRI
Lucas explains to PLANADVISER key initiatives for the Employee Benefit Research Institute's future.
McDermott Rolls Out Determination Letter Program
The firm is launching a new program for 403(b) plans.
intellicents University Hones in on Financial Wellness
Partnering with Financial Finesse, intellicents is rolling out a new comprehensive financial wellness program.
401(k)s and Home Equity Make Up Most Retirement Savings
Outside of Social Security benefits, Americans are looking to 401(k)s and IRAs to fund most of their retirement.
Private Sector Could See Public Retirement Plan
A public retirement plan that would expand access to workplace savings for private-sector workers is viable, a Connecticut study says.
PANC 2015: Top Trends
Taking a more holistic view of benefits, coping with the “longevity disconnect” and improving pension risk management were topics for retirement industry experts at PANC 2015.
Meiji Yasuda Life Buys The Standard for $5 Billion
Meiji Yasuda is a prominent group benefit insurance company in Japan.
NQ Plans Prevalent at Tax-Exempt Health Care Organizations
Executive benefits continue to be a strategic component of total rewards programs for health care executives, Mercer finds.
Older Individuals Face Job-Search Challenges
Job-seekers nearing retirement age face employment barriers.
MassMutual Launches New Benefits Guidance Tool
The employee benefits guidance tool aims to help retirement savers make important financial decisions.
New Executive Director Joins SPARK
The SPARK Institute Inc. appointed a new executive director, Timothy Rouse.
Nonqualified Plans Have Issues with Education and Recordkeeping
More than three-quarters (78%) of nonqualified retirement plan sponsors surveyed indicated they have some concerns and...
Paper Advocates for Wider Use of Longevity Annuities
Longevity annuities could help many individuals use their retirement assets most effectively to achieve financial security, according to a new paper.
Nationwide Adds Managed Account Monitoring to Fiduciary Services
Nationwide has expanded the company’s 3(38) investment fiduciary service from IRON Financial, LLC.