Deals & People January 31st, 2023 JPMorgan’s Asset Management Arm Names New Chief Retirement Strategist J.P. Morgan Asset Management promotes head of education savings to lead retirement insights and research division.
Compliance April 29th, 2019 Vanderbilt Settlement Agreement Prohibits Data-Based Cross Selling Plan fiduciaries have agreed to prohibit service providers from using data generated in serving the plan to market or sell unrelated products to Vanderbilt 403(b) plan participants.