IRA Rollovers Set to Grow, but by How Much?
Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be...
Tag: 401(k)s
Pontera Snags $60M Investment
The capital from Iconiq Growth brings the 401(k) advisory management provider’s total funding to $160 million.
Managed Accounts Show Mass Potential, Need Better Benchmarking
Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new...
BlackRock Launches Target-Date ETFs Aimed at Self-Directed Retirement Savers
The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access.
The PLANADVISER Interview: Kourtney Gibson, Chief Institutional Client Officer, TIAA
The head of the firm’s retirement solutions group talks guaranteed income, the savings gap and treating consultants and advisers as...
Savant Wealth Joins Pontera’s 401(k) Management Platform
COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.
Private Real Estate Investment Through DC Plans Continues to Grow
Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to...
Schwab Retirement Plan Services Partners With Newport, Conduent to Expand Capabilities
Schwab will offer increased services in nonqualified deferred compensation and defined benefit plans, highlighting a push toward large retirement plan...
Retirement Industry People Moves
SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; CalPERS names Teykaerts executive director, replacing...
AI Meets Retirement: How Newfront is Mining 5500s, Leveraging Chatbots
The tech-focused advisory recently brought its AI-driven benefit solutions to Congress. This fall, it will be using AI capabilities to...
Pontera CEO: Advisers Agnostic as to Where Retirement Assets Sit
The fintech firm connecting advisers to 401(k) account management announced another in a string of partnerships Thursday with Founders Financial,...
When Merging Retirement Planning and Wealth Management, Participants Must ‘Come First’
As retirement planning and wealth management begin to overlap, a dividing line must be drawn between them for both business...
Newly Allowed 401(k)s Will Need Advisers
Advisers may shy away from helping hemp and CBD companies with their 401(k)s because they may find themselves crossing into...
SIMPLE Plan Modernization Act Introduced in Senate
It aims to make SIMPLE plans more accessible among small businesses and would raise the contribution and catch-up limits.
401(k) Participants’ Equity Holdings Drop As They Age
The younger the investor, the more likely they are to have their money invested in equities, while older investors are more likely to gravitate to fixed-income securities, according...