Search results for: d
401(k) Traders Shifting to Fixed Income
There is a ‘rebalancing’ happening after four consecutive quarters of a lean toward equity investing, according to Alight data.
Advisory M&A News – 10/7/24
Hub International acquires Creative Financial Strategies; Mercer Advisors adds two advisory groups; and UBS hires $400 million financial adviser team.
Supreme Court to Review ERISA Prohibited Transactions
A case brought in 2016 against Cornell University will be reviewed for how strictly the courts should read ERISA on transactions between plan sponsors and service providers.
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 Who Is Most at Risk for Retirement Savings Shortfall?
Our final PLANADVISER In-Depth story on the state of retirement in the U.S. considers the groups most at risk for retirement income shortfalls.
The Evolution of Retirement-Income Adequacy Under ERISA
A Review of the Status Quo, Counterfactual Evidence, and an Analysis of Changes for the Future
Sponsored by Morningstar Retirement
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...