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PLANADVISER Vision Awards
PLANADVISER announces winners of Vision Awards, to be handed out at the 2022 PLANADVISER Industry Leaders Awards on May 3, 2022 in New York City.
An Early Start to Financial Education
A new poll shows that there is growing support for financial education that begins at an early age, and suggests students in states that require such courses are...
Measuring Shifts in Retirement Plan Appreciation
Survey data shows the COVID-19 pandemic has changed the way workers understand and appreciate both their health care benefits and their retirement planning opportunities in the workplace.
2022 RPAY – Shannon Maloney, Strategic Retirement Partners
Business at a Glance as of 12/31/21Assets under administration: $681 millionMedian plan size (in assets): $14 millionPlans under administration: 47Total participants served: 6,000PLANADVISER: Tell us about your practice...
Sponsored by MassMutual
Considering COLI in a Tight Labor Market
Interview with David Mohr, Head of COLI Sales and Distribution at Massachusetts Mutual Life Insurance Company (MassMutual)
Sponsored by MassMutual
2022 RPAY – Matthew Compton, Brio Benefit Consulting, Inc.
Business at a Glance as of 12/31/21Plan assets under advisement: $503 millionMedian plan size (in assets): $12 millionPlans under administration: 42Total participants served: 13,520PLANADVISER: Tell us about your...
2022 RPAY – Robert Massa, Qualified Plan Advisors
Business at a Glance as of 12/31/21Plan assets under advisement: Approximately $2.25 billion and our team advises on about $6.75 billionMedian plan size (in assets): $17 millionPlans under...
2022 RPAY – Brady Dall, OneDigital
Business at a Glance as of 12/31/21Plan assets under advisement: $4 billionMedian plan size (in assets): $25 millionPlans under administration: 163Total participants served: Approximately 110,000PLANADVISER: Tell us about...
2022 RPAY – Lisa Buffington, Marsh McLennan Agency
Business at a Glance as of 12/31/21Plan assets under advisement: $9 billionMedian plan size (in assets): $27 millionPlans under administration: 350Total participants served: 250,000PLANADVISER: Tell us about your...
2022 RPAY – Steven Scott, Retirement Solution Group
Business at a Glance as of 12/31/21Median plan size (in assets): $6.4 millionPlans under administration: 550Total participants served: 12,073PLANADVISER: Tell us about your practice and how you got...
Investment Product and Service Launches
WisdomTree launches portfolio and growth solutions; Truelytics and BlackRock partner to bring data and analytics to advisers.
9th Circuit Finds Allegations in Trader Joe’s Excessive Fee Case Are Plausible
The court sent the case back to a District Court for further review.
Growing Your Practice | Succession Planning
Staying Power
How some advisers are ensuring their team carries on strong when they leave.
Growing Your Practice | Succession Planning
Competition and Succession
Jim O’Shaughnessy discusses the challenges of succession planning and the process of merging his and his partner’s Sheridan Road practice into the larger Hub enterprise.
Publisher’s Note
Greater Expectations
Many advisers have work to do, to help their clients help their workers attain retirement readiness.
Growing Your Practice | RFPs
The Evolving Use of RFPs
The volume has increased, as has what advisers must do to make the finals.
2022 RPAY – Ryan Campagna, Sentinel Pension Advisors
Business at a Glance as of 12/31/21How many plan assets do you have under advisement? $9 billionWhat is your median plan size (in assets)? $7.5 millionHow many plans...
Insurance Executives on the Evolving Retirement Landscape
Leaders at CUNA Mutual Group and Allianz Life speak about the prospects for legislative and regulatory progress in 2022, especially when it comes to the broader distribution of...
Salesforce Retirement Lawsuit to Continue
A federal appeals court judge’s ruling reversed and remanded the case after motions to dismiss were granted by lower court rulings
The State of Social Security: Mixed Perspectives
Experts say the uneven economic impact of the COVID-19 pandemic in some ways minimized its likely long-term effects on Social Security reserves, but longstanding solvency problems remain.