In Practice April 12th, 2023 New Plans Will Need Engaged Advisers for Success in SECURE 2.0 Era SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANADVISER webinar.
Deals & People April 11th, 2023 OneDigital Acquires Huntington Bank’s $5.6B Retirement Advisory Business The retirement and investing aggregator will bring on Huntington’s 1,300 employees focused on workplace savings plans.
Data & Research April 11th, 2023 Data Shows 68% of Parents Make Financial Sacrifice for Adult Children Among parents helping their adult children, 43% of parents have made dipped into their retirement savings.
Products April 11th, 2023 In-Plan Annuity Offerings Gain Steam With Recordkeepers Recordkeeper incorporation of in-plan retirement income annuities is poised to progress in ’23, according to industry players.
Compliance April 11th, 2023 SEC Makes Important Investment Company Act Exemption Allowing one tech company to avoid registering as investment company could be the first step toward a permanent rule.
Deals & People April 11th, 2023 Nuveen Muni Head Steps Down on Heels of Legal Settlement The firm said 30-year veteran John Miller will be replaced by current taxable muni lead Daniel Close.
Data & Research April 11th, 2023 Most U.S. Workers Expect to Fall Short of $1.1 Million Retirement Savings Goal 64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the...
Data & Research April 11th, 2023 Retirement Now a “Transition” For Many Americans, According to Smart One in five Americans plan to work into their retirement, according to a study by the retirement technology provider.
Client Service April 10th, 2023 Strategies for Advisers to Approach Financial Literacy With Younger Workers In honor of National Financial Literacy Month, PLANADVISER spoke with experts on how advisers can customize goals to fit the...
Deals & People April 10th, 2023 Advisory M&A Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial...
Compliance April 6th, 2023 Latest Decision in Hughes v. Northwestern Opens Door to More ERISA Litigation In reviewing a 2022 case remanded by the Supreme Court, the 7th Circuit Court of Appeals allowed two of the...
Deals & People April 6th, 2023 Retirement Industry People Moves Ascensus appoints Kennedy as VP; Pentegra announces Finnegan as SVP, General Counsel; and more.
Deals & People April 6th, 2023 Investment Product Launches Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.
Data & Research April 6th, 2023 Gig Workers Uncertain if They Will Retire, Likely to Self-Fund if They Do Many freelancers plan to work beyond 65, and 30% say they don’t plan to retire at all.
Data & Research April 6th, 2023 Morningstar: Pandemic Caused Plan Closures, Creation Slowdown Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation.
Products April 5th, 2023 Wilmington Trust Focused on CIT Education Push Retirement services head Rob Barnett say advisers, plan sponsors and Congress all need a better understanding of the DC investment...
Compliance April 5th, 2023 Recent Proposals to Reform Social Security The options to reform Social Security will have to become more dramatic the longer Congress waits.
In Practice April 5th, 2023 Plan Sponsors Say They’re Seeking “Soft Skills” From Advisers A panel of plan sponsors note both tangible and intangible traits they seek in retirement plan advisers.
In Practice April 5th, 2023 Pitching Value: Advisers Discuss How to Approach Client Fees The modern plan adviser can use multiple options to meet plan sponsors’ personalized needs.
Compliance April 5th, 2023 What is MarylandSaves, and What Does it Do? MarylandSaves, the state’s new auto-IRA program, has an unusual backstory and some unique features that could serve as a model...