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.
Deals & People February 26th, 2023 Retirement Industry People Moves Fidelity gains new researcher from LIMRA; TIAA retirement hires sales and relationships managers, and more.
Data & Research January 23rd, 2023 TIAA Survey Suggests Women May Be Better at Predicting Life Expectancy The research shows that most people don’t know average life expectancies, but women have a better handle on it than...
Deals & People January 9th, 2023 Retirement Industry People Moves Empower names Waddell head of new individual investor division that includes Personal Capital; Pentegra names new CEO as Pinto retires;...