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Treasury, IRS Issue Part-Time Eligibility Guidelines for ERISA 403(b) Plans
The guidance clarifies exclusions that prevent certain part-time employees from contributing to a plan.
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.
SEC’s Enforcer Leaves Behind an ‘Aggressive’ Legacy
Gurbir Grewal’s SEC tenure will be remembered for his aggressive actions that spurred changes in financial advisement, and his successor may be no different, according to an SEC...
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.
LPL’s Arnold Has Settlement Chance as Steinmeier Called Worthy Successor
Stock analysts are watching for specific details of Dan Arnold’s dismissal while touting Rich Steinmeier’s business growth credentials.
Apollo, Athene Targeting DC In-Plan Annuity Market
The asset manager and the country’s top retail annuity seller are working on a TDF that would include annuities and alternative investments.
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 — Ali Ahmadi
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress: Ahmadi: As an account executive, I act as the lead...
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 — Zack Hubbard
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Hubbard: I am the director of financial planning and participant...
2024 Emerging Leaders — Molly Magnuson
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Magnuson: I am a financial consultant that supports approximately 65...
2024 Emerging Leaders — Sam Matheson
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Matheson: I consult with a couple dozen employer sponsor retirement...
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 — Alexandria Miller
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Miller: I am part of the KerberRose Wealth Management team...
2024 Emerging Leaders — Beth Rehbehn
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Rehbehn: I’d like to think I play a critical role...
2024 Emerging Leaders — Maranda Tufte
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Tufte: As a marketing manager, operational collaborator and leader of...
2024 Emerging Leaders — Cameron Heger
PLANADVISER: How did you end up in the retirement advisory industry? Heger: I was introduced to the retirement advisory industry through my father, Steve Heger. In 1999, Steve...