Search results for: CIT

Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors.

Cervantes joins Prime Capital Financial; Corebridge Financial welcomes Klane as general counsel; Gallagher adds Helgens as retirement plan consultant.

Payroll Provider Green Leaf launches cannabis industry 401(k); Ibexis Life & Annuity announces new fixed-index annuity series; AllianzIM brings buffer allocation ETFs to market.

Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May. 

Indivisible Partners launches as independent advisory firm; Voya Financial completes acquisition of OneAmerica Financial’s retirement plan business; Marsh McLennan Agency acquires Acumen Solutions Group.

The law will boost Social Security benefits for nearly 3 million public workers.

What new plan advisers need to know about RFPs from plan sponsors.

Law firm Edward Stone is representing three former employers who allege Prudential and RGA group annuity contracts are not the ‘safest available’ for their retirement pensions.

Des Moines-based Financial Integrators is combining three advisories to offer services in financial planning, risk management, accounting and employer-sponsored retirement plan advisement.

Ten percent of respondents cited not seeking professional financial advice as one of their worst habits.

DeVoe reports 2024 set a record for RIA deal activity; The Cerrado Group adds Tristar Pension Consulting as member firm; NFP acquires Salus Group; and more.

Among S&P 500 firms, 77% still included at least one ESG metric in 2024.

PEPs see growing interest among 401(k) sponsors of various plan asset segments, according to Cerulli.

BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion of retirement savings.

Franklin creates division, gives new roles to retirement leads; Borzi, Iwry, Kasiarz win EBRI’s lifetime achievement award; Beacon Pointe names retirement plan consultant; and more.

Rebecca Hourihan recommends New Year’s resolutions for plan advisers.

Non-retired women see the responsibility of securing a steady lifetime income being shouldered by individuals, not employers, according to a new survey by Corebridge.

Among the 10,437 candidates testing this year, 6,763 candidates passed.