Compliance March 8th, 2023 EBSA Announces Three-Part Webinar Series on Fiduciary Duties The webinars will cover retirement plans and group health plans.
Compliance March 8th, 2023 Senators Propose Legislation to Encourage Social Security Literacy The legislators want to increase the clarity and number of paper statements workers receive from the Social Security Administration to...
Deals & People March 8th, 2023 Student Loan Firm Candidly Raises $20.5M in Financing Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment...
Client Service March 8th, 2023 Human Interest Targeting 401(k)s for Hourly Workers The low-fee, BlackRock-backed provider sees a retirement savings gap affecting workers in service industries.
Compliance March 8th, 2023 Managing Investment Risk in Chinese Assets An expert panel hosted by CII discussed the risks of investing in China and what it means for retirement plan...
In Practice March 8th, 2023 The PLANADVISER Interview: Anne Lester, TDF Pioneer, Debut Author The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.
The Markets March 8th, 2023 To Rollover or Not to Rollover? That is the Question for Retirees A line is being drawn in the retirement industry between those advocating for participants to roll out of plans and...
Deals & People March 8th, 2023 2023 Retirement Plan Adviser of the Year Finalists Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.
Products March 7th, 2023 Financial Finesse to Launch Financial Literacy Certification Program for All US College Athletes The program aims to help students maximize their endorsement deals, prepare for the future and navigate financial uncertainty.
Client Service March 7th, 2023 How to Guide Retirement Savers in 2023 Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up...
Compliance March 7th, 2023 Five New Members Added to ERISA Advisory Council The five new members join the Council, totaling 15 members, who give advice to the DOL on ERISA regulatory matters.
Compliance March 7th, 2023 401(k) Participant Drops Data Breach Suit Against Transamerica Class action plaintiff complaint files a motion to dismiss the suit against the retirement recordkeeper.
The Markets March 6th, 2023 As US Awaits Biden Veto to Keep ESG Rule, Advisers Shrug Much ink has been spilled over legislation to overturn a DOL rule that allows ESG investing in retirement plans. Plan...
Compliance March 6th, 2023 Gensler Says SEC Agnostic On Green Investing, Seeks Improved Disclosure The SEC chair told a room of institutional investors that the regulator is “merit neutral” on how investors use climate-related...
Deals & People March 6th, 2023 Advisory M&A Americana Partners snags Texas-based Morgan Stanley advisory; Integrated Partners nets $2.5B advisory; Hub adds to Gulf South presence with insurance...
In Practice March 3rd, 2023 529 College Savings Plans Reach Record Amid Student Loan Forgiveness Debate 529 college savings plans reach $411 billion as Supreme Court and private industry considers how to manage student loan burdens.
Deals & People March 3rd, 2023 Retirement Industry People Moves CastleKeep names Mike Benevento partner; Snowden Lane Partners adds Eduardo Alvarez Andreu; Matt Berman named president at Foresters Financial; and...
Compliance March 3rd, 2023 Senators Propose Repealing Social Security Cuts to Public Pensioners The Social Security Fairness Act would repeal two provisions that reduce payments to many retirees collecting public pensions.
Deals & People March 3rd, 2023 John Hancock Promotes Brooks Tingle to Replace Marianne Harrison as CEO Harrison will retire after 20 years at investing, insurance and retirement firm, replaced by insurance head Tingle.
Products March 2nd, 2023 Investment Product and Service Launches Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and...