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Finding the Best Fit Between PEPs and State-Run Plans
Experts discuss which small plan solution is most appropriate for different types of businesses.
What Is Driving Plan Startups?
Providers credit state mandates and tax incentives, but others point to adviser interest in small plans and more uptake for hourly workers.
Stout Joins Prime Capital as National Retirement Practice Leader
Prominent plan adviser Jania Stout has left OneDigital to head Prime Capital’s retirement plan practice and financial wellness divisions.
Product & Service Launches – 10/31/24
Principal launches TDFs with ARS in-plan annuity option; Capital Group, KKR debut public-private fixed-income funds; North American and AMS introduce annuity series; and more.
Commonwealth Finds Barriers Hinder Student Investors
Despite strong interest in building wealth, undergraduates encounter obstacles to investing.
Most Hybrid RIAs Favor Retirement Fiduciary Standard
DPL Financial Partners, which works in commission-free annuities, released a survey of RIAs and broker/dealers regarding the DOL’s stalled fiduciary rule.
Many Financial Advisers Prioritize ‘Ease of Business’ From Asset Managers
Financial advisers are working with fewer asset managers, with ease of use and multi-channel digital capabilities among the differentiators, according to J.D. Power surveying.
2025 Retirement Plan Adviser of the Year Nomination Period Is Open
Nominations are now being accepted in seven categories.
Financial Finesse Acquires OfColor to Expand ‘Culturally Relevant’ Content
The financial wellness provider will integrate OfColor’s platform aimed to help workers of color.
Mariner Gets Capital Infusion From PE Firm Neuberger Berman
The wealth advisory now has additional funding to fuel growth soon after merging with qualified plan advisory AndCo Consulting to create Mariner Institutional.
State Street Lands Guinness Record for Bell-Ringing Outside Nasdaq
The asset manager got 533 people to ring the Nasdaq closing bell in celebration of serving everyday investors.
Treasury Launches Financial Inclusion Plan, Stresses SECURE 2.0 Provisions
The department’s report includes a strong focus on implementing programs like the Saver’s Match.
2070 TDFs Are Here for Youngest Workers
New vintages are available at many large asset managers, giving workers who consider themselves about 45 years from retirement the chance to exercise the age-old wisdom of saving...
Should US Consider $1,000 Newborn Seed Accounts?
Leading economists pitched the idea of a universal kick-starter investment account at an Aspen Institute financial security event.
LeafHouse Expands Personalized Retirement Portfolios in Partnership With BlackRock
The Automated Personalized Portfolio program from LeafHouse will integrate BlackRock’s glide path investment strategy with iJoin’s participant platform.
GAO Review Finds Fee Disclosure Helpful, but Still Tricky
Although concerns continue that disclosures are hard for savers to understand, the Government Accountability Office found the regulations helpful to plan sponsors and participants.
Advisory M&A News – 10/28/24
Arthur J. Gallagher & Co. acquires Redington Ltd.; Hyperion Partners joins MAI Capital Management; Modern Wealth Management acquires RIA Petso Financial; and more.
Retirement Industry People Moves – 10/25/24
OneAmerica announces new president of employee benefits; Nationwide names a new head of its annuity business; Pentegra adds a new member to its executive team; and more.
Q&A: WIPN’s Current President Talks About Its 15th Anniversary, the Future
At WIPN, Rosalyn Brown champions initiatives that empower women, especially those of color, in the financial services industry.
Many Plan Sponsors Appear to Be Overpaying DC Plan Fees
Abernathy Daley 401k Consultants found that 80% of companies were spending more than efficient pricing for 401(k) and 403(b) plans.