Pontera Snags $60M Investment
The capital from Iconiq Growth brings the 401(k) advisory management provider’s total funding to $160 million.
Tag: retirement plan advisers
Insurer Alliant Expands Retirement Plan Footprint
Alliant acquires Connecticut-based retirement plan consultancy and TPA as part of its ‘selective’ retirement acquisition strategy.
Mercer to Acquire Vanguard’s US OCIO Division
Mercer will add to its not-for-profit outsourced investments and retirement consulting capabilities.
Profitable Endeavors
Plan advisers discuss how they provide best-in-class services while still meeting—and trying to exceed—client needs.
From In-House Referrals to Cold Calls: Strategies for Client Attraction
Experts discuss how they create strategies to attract new clients.
The PLANADVISER Interview: John Longley, CEO, SageView
The new CEO discusses what he sees in SageView’s opportunity to leverage the retirement and wealth convergence.
LIMRA: Plan Advisers Will Play Key Role in Future of In-Plan Annuities
Of plan sponsors considering an in-plan annuity, 79% do so through a plan consultant or adviser, according to a LIMRA...
PLANADVISER Practice Progress Series: Participants
Top plan advisers stressed the importance of working with participants beyond just the retirement plan.
100% of Large Retirement Plan Advisories Now Include Wealth Strategy, According to T. Rowe
In 2019, only half of plan advisers were considering a wealth strategy, but the opportunity to enhance profits by offering...
Advisers Selling Product, Not Process, in Fiduciary Rule Crosshairs
Experts discuss the ripple effect of the Department of Labor’s proposed fiduciary rule amendments.
OneDigital Offers 401(k) Solution by Principal to Small Business Clients
OneDigital advisers will use Simply Retirement by Principal, with the goal of streamlining the process of setting up a retirement...
Open Enrollment Means Open Door to Participant Conversations
While open enrollment season is generally seen as too crowded to push 401(k) saving, it is a time for many...
Creative Planning Acquires Mesirow’s Retirement Advisory Business
The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.
Security Benefit COO: There’s Potential for Advisers to Work More With Women
A benefits expert shares barriers that affect women’s decisions to create a financial plan or find an adviser.
Retirement Advisory M&A Persists Amid Overall Deal Decline
DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement...
Alera Adds More Retirement Benefit Specialists, Capabilities
Firm adds Brio Benefits and a retirement plan consultant joins its Waterford Group company.
Mentorship Can Provide Clear Benefits for Women in Retirement Sector
OneAmerica experts said women in the retirement profession can find valuable relationships with both female and male mentors.
Voya Adds Retirement Plan Advisement Client Management Tool
The offering is geared toward emerging- and middle-market plan sponsors; meanwhile, Fidelity announced resources for independent RIAs.
2024 Retirement Plan Adviser of the Year Nominations Are Open
If you work with or know of a great plan adviser or adviser team, please help PLANADVISER recognize the best...