Search results for: its true
2023 RPAY – Bruce Lanser at UBS
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.8 billion Median plan size (in assets): $20.4 million Plans under administration: 15 Total participants served: 12,277...
2023 RPAY – Robert Massa and Qualified Plan Advisors
Business at a Glance as of 12/31/22 Plan assets under advisement: Massa: $2 billion; QPA: $6 billion. Median plan size (in assets): $16 million Plans under administration: Massa:...
2023 RPAY – Leah Sylvester and Shepherd Financial
Business at a Glance as of 12/31/22 Plan assets under advisement: $3 billion Median plan size (in assets): $4.5 million Plans under administration: 254 Total participants served: 51,432...
2023 RPAY – Sean Bjork, Bjork Asset Management, Inc.
Business at a Glance as of 12/31/22 Plan assets under advisement: $491 million Median plan size (in assets): $5.2 million Plans under administration: 31 Total participants served: 7,742...
2023 RPAY – Domenic DiPiero, Newport Capital Group
Business at a Glance as of 12/31/22 Plan assets under advisement: $14.4 billion Median plan size (in assets): $105.2 million Plans under administration: 137 Total participants served: 155,000...
Smart Retirement Launches PEP with Transamerica
The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
Tax Advantages to Look Out for in HSAs
Experts at the PLANADVISER/PLANSPONSOR 2023 HSA Conference pointed out many similarities between HSA contributions and 401(k) plan contributions.
Cover Story
A Step in a New Direction
Today’s business model may add wealth management and other services—how plan advisers make it work.
Retirement Industry People Moves
Asset Management hires emerging markets head; FuturePlan appoints divisional VP; KKR names chief investment strategist; and more.
Biden’s First Veto Keeps DOL’s ESG Rule in Place
The president followed through on his promise to veto a Congressional attempt to nix a DOL rule allowing ESG investing in retirement plans.
Complying With SEC Marketing Rule: Don’t Say What You Can’t Prove
SEC officials and compliance experts say that proving statements of fact should be at the top of advisers’ to-do list under the SEC's new marketing rule.
Retirement Industry People Moves
T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named head of portfolio management at Insight Investment; and...
The PLANADVISER Interview: Anne Lester, TDF Pioneer, Debut Author
The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.
As US Awaits Biden Veto to Keep ESG Rule, Advisers Shrug
Much ink has been spilled over legislation to overturn a DOL rule that allows ESG investing in retirement plans. Plan advisers say that no matter what happens, they...
Senators Propose Repealing Social Security Cuts to Public Pensioners
The Social Security Fairness Act would repeal two provisions that reduce payments to many retirees collecting public pensions.
Savers Want Better Financial Management. How Can Advisers Reach Them?
New research shows an opening for advisers to offer wealth management solutions to savers. An expert in adviser communications says it’s important to know the business, and people,...
TIAA Survey Suggests Women May Be Better at Predicting Life Expectancy
The research shows that most people don’t know average life expectancies, but women have a better handle on it than men.
Advisory M&A
OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s; Merrill Lynch wealth manager and team joins First...
Implementing SECURE’s Emergency Savings Provisions
Emergency savings options within retirement plans will finally be possible in 2024. But implementing them will require work that might delay their use even more, according to experts.
CDC Says U.S. Life Expectancy Fell to 76.4 Years in ‘21, Lowest Since 1996
Retirement plan consulting and actuary head says COVID-19 has muddled mortality outcome tracking, with the industry awaiting delayed IRS mortality improvement tables.