Retirement Industry People Moves – 3/15/24
Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO;...
Tag: Principal Financial Group
Peak 65 Finds Millions of Americans Unprepared, Economist Warns
The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows...
Retirement Industry People Moves
Newfront hires Sakata, Nelson to retirement services team; Bartlett joins Choreo as SVP of advisers; startup AdvisorCheck taps former RIA...
Fidelity AUA Jumps 18% Year-Over-Year in Q2 to $11.7T
Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension...
In-Plan Annuity Offerings Gain Steam With Recordkeepers
Recordkeeper incorporation of in-plan retirement income annuities is poised to progress in ’23, according to industry players.
Managed Accounts vs. TDFs: Is the MA Cost to Participants Worth It?
Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts.
NQDCs Have Never Been More Popular. Is There Room for Them to Grow?
Trying to attract and keep talent, firms offering nonqualified compensation plans may need more innovation than expansion.
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
CEO Dan Houston discusses recent moves furthering the firm's asset management focus.