Search results for: ceo of posit

PGIM enhances target-date funds; Pantheon announces new private credit secondaries fund; Morgan Stanley at Work launches charitable giving solution; and more.

Pat Tomlinson was promoted to president of the company’s HR consulting arm, with Martine Ferland preparing to step down in March 2024.

The CEO of an employee benefits technology firm shares key milestones to best engage participants.

Health savings accounts and cash flow from annuities can help mitigate too-rosy thinking, says retirement income association fellow.

Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to the asset class.

Toland leaves TIAA to start annuity consultancy; Jamie Hopkins moves to Bryn Mawr Trust as director of private wealth management; First Eagle Investments announces new high-yield municipal credit...

A program starts in October giving plan sponsors the option for terminated small plans to automatically port to active 401(k)s if within a network of recordkeepers.

Of all the SEC proposals facing pushback, the swing pricing proposal for mutual funds is taking the most heat from Democrats.

Many plan advisers have moved to affiliate models for reasons ranging from client service to career pathing, said advisers at the 2023 PLANADVISER National Conference.

The rule is expected to broaden when investment advice is considered fiduciary advice under ERISA.

Cetera acquires tax-focused wealth manager Avantax for $1.2B; Investment Consulting Group joins Osaic; Hub International acquires assets of Dieffenbach Benefits Group; and more.

Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president; and more.

Human Interest launches Fast Track 401(k); AllianzIM introduces September buffered ETFs; Madison Investments unveils latest actively managed ETF Suite; and more.

Advisers and plan sponsors working with Banco Popular will have access to Future Capital’s 401(k) managed accounts and personalized savings guidance technology.

Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.

Strongpoint will have more than 4,000 plans and $7B in assets under administration with the deal.

While the firm is looking to divest the results of its 2019 acquisition of United Capital, it will continue to push into third-party asset management and custody businesses.

Research from Achieve suggests Americans are struggling to make ends meet, but separate research from WalletHub notes inflation is masking relatively strong debt management.

The head of Ascensus discusses the importance of partnering with advisers to foster innovation in the retirement plan space.