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Nuts and bolts
Financial Wellness Differentiators
Financial wellness is the latest frontier of participant education. According to the 2023 PLANSPONSOR Industry Benchmarking report, 77% of plan sponsors offer some sort of financial wellness program....
Investment Service & Product Launches
American Century launches actively managed ETF; Nomura starts fund with exposure to private credit; Singapore-based Eastspring launches first CIT for US; and more.
How to Guide Retirement Savers in 2023
Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up an emergency reserve, according to J.P. Morgan experts.
Retirement Industry People Moves
U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.
Biden Signs SECURE 2.0 Into Law
The retirement reform legislation is now officially passed, with widespread industry support.
Betterment, Vanguard Find Workers Tapped Retirement Savings in 2022
Workers are increasingly dipping into savings to cover costs that are increasing due to inflation, creating a moment for advisers to work with plan sponsors on their financial...
Investment Service and Product Launches
Preqin brings benchmarking to “opaque” alternative assets market; Fortress start new alternative asset investment division; Pimco fund taps private and commercial real estate; and more.
Adviser Product Partnerships
Schwab partners with Envestnet for cloud-based billing solution; AICPA and CIMA launch ESG fundamentals program for accountants; ShareBuilder 401k Waives Plan Setup Costs in December for Small Businesses;...
Adviser Product Partnerships
Schwab Advisor Services expands ability for matchmaking between adviser firms; TradeUP adds fractional shares to its online trading patform; Envestnet rolls out enhancements across its ecosystem; and more.
Hopes Remain High for Ambitious Retirement Legislation
Sources say the ingredients for passing a new round of federal retirement planning reforms are in place, but hurdles remain, and the upcoming general elections are a complicating...
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 – John O’Brien, Venture Visionary Partners
Business at a Glance as of 12/31/21Plan assets under advisement: $518,673,226 Median plan size (in assets): $3,151,216Plans under administration: 61Total participants served: 8,296PLANADVISER: As a retirement plan adviser, what...
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...
2022 RPAY – Eduardo Gimenez, Raffa Financial Services, a division of HUB International
Business at a Glance as of 12/31/21How many plan assets do you have under advisement? $1.2 billionWhat is your median plan size (in assets)? Approximately $9 millionHow many...
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...
The Evolving Face of Financial Wellness
Employee stress has increased, especially among younger generations dealing with student debt, and so employers should provide financial wellness programs that continuously engage and motivate their workers, according...
Analyzing Retirement Industry Cybersecurity Risks and Best Practices
A certain famous bank robber is said to have explained that he robbed banks because ‘that’s where the money is.’ As of the end of 2021, U.S. retirement...
Practice Management | Diversity
Strength in Diversity
The business case for building a heterogeneous workforce.
Sharebuilder 401k Waiving Set-Up Fees for New 401(k) Plans
The firm offers a resource to inform employers of the top tax benefits in starting a 401(k) plan.