Search results for: materia medica
Commonwealth Gets $7M JPMorgan Funding for Low-Income Worker Program
The nonprofit will use the funds to launch an initiative to enhance access to workplace financial benefits to low- and moderate- income workers.
Methods of Addressing Saving Inequity
Panelists at the PLANSPONSOR National Conference discuss how participant data paired with plan design can help address saving disparities in the workforce.
Packaging Co. Hit with Excessive Fee Suit on $1.2B 401(k)
Plaintiffs allege Sonoco’s plan committee did not regularly put out requests for proposal to recordkeepers to reduce plan fees for participants.
Biden Imposes New Tariffs on Chinese Steel, EVs
The tariffs affect many industries, but are relatively small in scope.
New DOL Fiduciary Rule: Top 5 Facts Advisers Should Know
ERISA experts from Faegre Drinker Biddle & Reath provide guidance to registered investment advisers on the DOL’s new Retirement Security Rule.
Convergence Is Changing the Adviser Landscape; Let’s Make Sure It’s for the Better
Freedom Fiduciaries’ CEO discusses the challenges of a B2B industry shifting to integrate consumers and the model needed to get the transition right.
Workers Call for Savings Assistance in New Report
Many employees are stressed about their finances and are tapping retirement savings to make ends meet, according to a survey from SoFi at Work.
HSAs Still Have Room for Improvement, Morningstar Reports
Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use their accounts as investment vehicles.
FINRA Study Tests Senior Vulnerability to Social Security Scams
Older adults without cognitive impairment are still vulnerable to scams, FINRA and JAMA found.
Fund Advisers Reject SEC Aiding and Abetting Charges
The adviser for a mutual fund argues against alleged Liquidity Rule violations because the company was not responsible for the fund’s liquidity status classifications.
Sponsored by MFS Investment Management
Client Material: The Potential Benefits and Features of Working Longer
Deciding when to retire is a personal choice your clients will make based on many factors. How they plan for that day can be both exciting and stressful...
Sponsored by MFS Investment Management
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 – 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...
2023 RPAY – Cliff Dunteman and Francis LLC
Business at a Glance as of 12/31/22 Plan assets under advisement: $5 billion Median plan size (in assets): $91 million Plans under administration: 37 Total participants served: 67,607...
Adviser Product Partnerships
FLX picks Broadridge for asset management distribution platform; Hub partners with employee recognition company Blueboard; more than 100 financial firms join CFA’s code to further DEI; and more.
Adviser Product Partnerships
Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms; Morningstar launches research portal for financial advisers; and...
Retirement Industry People Moves
Newfront adds senior vice president to retirement team; Mercer Advisors acquires Texas-based Mark D. Cunningham; Pure Financial Advisors adds new CEO; and more.
Excessive Fee ERISA Complaint Targets Cook Group
The large medical-device-manufacturing organization is facing familiar fiduciary breach allegations in federal court in Indiana.
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...