Search results for: SCO
T. Rowe Price Enters In-Plan Lifetime Income Market
Pacific Life will back the solution’s underlying qualified longevity annuity contract.
US Gets C+ Grade for Pension System in Global Ranking
The Netherlands holds the top spot in Mercer’s pension index, while the authors call for global retirement reform amidst falling birthrates and increasing longevity.
Advisory M&A News – 10/14/24
Allworth acquires $1.1B RIA; Robertson Stephens acquires CAFG Private Wealth; Cetera announces deal with Concourse Financial Group Securities.
Northern Trust Reaches Tentative Settlement in 401(k) Suit
Settlement to be considered by the court on October 30 in class action filed by workers in 2021.
September Shows Slight Decline in Funding Status for Most DB Plans
The majority of pension consultancies report liabilities edged out strong market results.
Fidelity Data Breach Exposed Info of 77,000 Clients
The August hack did not provide direct access to users’ accounting, according to a security breach filing.
Decline Reported in Financial Inclusion Initiatives
Larger businesses saw significant decreases in financially inclusive measures, according to an annual financial inclusion study by Principal Financial Group.
Portability in Practice: Navigating Guaranteed Lifetime Income Options
This webinar will explore the intricacies of portability as it relates to in-plan guaranteed lifetime income products, such as annuities. It will delve into participant preferences, product design...
Sponsored by Allianz Life Insurance
On Demand Retirement Industry People Moves – 10/4/24
ICI promotes Antoniewicz to chief economist; T. Rowe Price names Thomson head of new investment institute; Nationwide hires East Coast institutional sales head; and more.
Private Real Estate Assets in DC Plans Valued at $36.4B
A survey of real estate investment managers found inflows holding steady as the effect of the COVID-19 pandemic subsides.
Product & Service Launches – 10/3/24
Ascensus re-ups with Financial Finesse; Franklin Templeton expands with Bain Capital's Envestnet; and Security Benefit introduces TopRidge Bonus fixed-index annuity.
Quantifying Cybersecurity Risks
A cybersecurity risk modelling expert discusses the science of planning for an unpredictable data breach.
2024 Emerging Leaders — Casey Crawford
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Crawford: As a relationship manager, I collaborate directly with two...
2024 Emerging Leaders — Jonathan Metz
PLANADVISER: Where do you hope to take your career in the retirement industry in coming years? Metz: I aim to take my career to new heights by focusing...
2024 Emerging Leaders — Max Rosenthal
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Rosenthal: I am an adviser at Everhart Advisors and lead...
2024 Emerging Leaders — Jennifer Sommerville
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Sommerville: I fulfill multiple roles within our team: managing the...
2024 Emerging Leaders — Max Rosenthal
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Rosenthal: I am an adviser at Everhart Advisors and lead...
2024 Emerging Leaders — Raymond Pedrick
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Pedrick: I’ve been a part of the SFP Wealth team...
TIAA Swept Up in Infosys Breach
The data breach affected nearly 9,000 individuals at TIAA.
Americans Are Calling for Policymaker Action on Social Security
Reports from HealthView and Transamerica show people want policymakers to work on shoring up Social Security now.