Data & Research April 22nd, 2024 ‘Retirement Fluency’ Not Evolving Americans’ understanding of retirement-related topics has remained relatively flat since 2017, according to an annual study conducted by TIAA and...
Products March 21st, 2024 Product and Service Launches – 3/21/24 Nuveen distributes annuity to empower DC plans; Navia partnership launches custom 401(k) plans; Harford Funds expands ETFs; and more.
Client Service March 21st, 2024 Empower Announces Suite of Guaranteed Income Solutions For Retirement Plans Empower plans to distribute the four new offerings through advisers and consultants.
Products & Services February 21st, 2024 TIAA’s RetirePlus In-Plan Income Option Reaches $30B Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers.
Deals & People February 9th, 2024 Retirement Industry People Moves – 2/9/24 TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a...
Products January 12th, 2024 TIAA Partners With Hip-Hop Star Wyclef Jean on Track to Spotlight Retirement Gap All funds from ‘Paper Right’ will go to charity FGI, focused on providing financial literacy to underserved students.
In Practice November 3rd, 2023 The PLANADVISER Interview: Jose Minaya, CEO, Nuveen The head of TIAA’s asset management arm discusses his leadership style, focus on in-plan retirement income and how the financial...
In Practice October 13th, 2023 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...
Practice Management October 1st, 2023 MOVEit Hack a Lesson as Digital Threats Increase Experts say the incident revealed how to combat the stealing and selling of personal data, but participants remain vulnerable to...
Deals & People September 22nd, 2023 Retirement Industry People Moves – 9/22/23 Toland leaves TIAA to start annuity consultancy; Jamie Hopkins moves to Bryn Mawr Trust as director of private wealth management;...
Data & Research September 18th, 2023 Consumer Researchers Rank Fidelity, American Funds Among Best Digital Experience J.D. Power and Corporate Insight ranked retirement plan providers on their digital and mobile offerings, showing overall increased satisfaction from...
Data & Research August 21st, 2023 How Advisers Can Help Close Longevity Literacy Gap Experts recommend providing appropriate interpretation and practical implications of longevity terminology.
Deals & People August 18th, 2023 Retirement Industry People Moves Corebridge names Muderrisoglu head of investor and ratings relations; TIAA promotes Houser to head of institutional sales; Tifin Amp’s founder...
Products August 8th, 2023 TIAA’s Nuveen Launches TDF With Embedded Guaranteed Income Annuity The new series aims to bring 'pension-like' income options to participants, according to Nuveen's retirement investing head.
Products July 31st, 2023 Plan Sponsors Want More Automatic Retirement Features to Help Unengaged Participants A TIAA survey of 80 plan sponsors points to the need for plan sponsors, advisers and providers to provide a...
Products July 25th, 2023 TIAA In-Plan Annuity Option Hits 250,000 Participants The in-plan retirement income marker coincides with another record quarter for retail annuities, according to a separate report from LIMRA.
Deals & People July 6th, 2023 Principal Joins Portability Services Network Consortium now has representation from the country’s five largest plan sponsors.
Compliance June 12th, 2023 Lifetime Income for Employees Act Would Make It Easier to Use Annuities as QDIAs The re-introduced House bill would permit annuities as 401(k) default, with a limit of 50% of retirement contributions.
Data & Research April 28th, 2023 EBRI Finds Inflation Eroding Retirement Confidence It's the biggest drop in retirement confidence since the 2008 Global Financial Crisis, according to the research institute.
Products March 28th, 2023 The PLANADVISER Interview: Colbert Narcisse, TIAA The product and business development leader discusses the opportunities and challenges of in-plan retirement income annuities in DC plans.