Retirement Industry People Moves
T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit Partners; OneDigital appoints Southeast leader as it anticipates further growth in the region; and more.
Retirement Industry People Moves
CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and more.
PLANADVISER Industry Leaders Awards 2022
Nationwide to Waive Fees for Eligible Retirement Plans
The goal is to help sponsors address COVID-19’s impact.
Fidelity Launches Benefits Package Catered to Small and Midsized Businesses
Named Fidelity Works, the package will also be available to third parties working with these employers, including advisers, employee benefits brokers, banks and certified public accountants (CPAs).
Advocacy Group Fighting Tax That Could Hit Retirement Plans
While an analysis by Modern Markets Initiative focuses specifically on public pension funds, the company notes that the tax will affect all defined benefit (DB) plans, individual retirement accounts (IRAs), defined contribution (DC) plans and individual investors.
Gig Workers Face Financial Challenges
Prudential says today’s financial wellness challenges may lead to tomorrow’s retirement shortfalls.
Legislation Would Establish Retirement Benefits Commission
A press release about the bill mentions a Government Accountability Office report in which the GAO said: “Congress should consider establishing an independent commission to comprehensively examine the U.S. retirement system and make recommendations to clarify key policy goals for the system and improve how the nation promotes retirement security.”
Securian Offers Retirement Plan to Small Employers
“For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve Chappell, Securian’s vice president of retirement plan sales.
Retirees Say Life Is More Expensive Than They Had Imagined
Health care costs, especially, come with sticker shock
Retirement Industry People Moves
T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more.