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.
News
New PBGC Guarantee Levels, Premiums Announced for 2024
The PBGC also released new guarantee tables for different annuity types.
Recordkeepers: We’re Investing to Reach Participants ‘At Scale’
Recordkeepers speaking at a LeafHouse Financial conference discussed meeting participant needs with a combination of technology and human interaction.
2023 PLANADVISER National Conference On Demand
Recorded sessions offer expert perspectives on communicating with staff and clients, enhancing your practice and marketing strategies, and solving retirement...
US Retirement System Matches Worldwide Average With C+ Grade
The US scored 63 on an overall index for pension coverage value, 23 points behind the No. 1 spot held...
Inflation Is Reshaping Retirement Outlooks, MFS Reports
Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
OMB Begins Holding Stakeholder Meetings for New Fiduciary Rule
The proposal will likely address compensation structures and IRA rollovers, though no draft is available yet.
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...
Retirement Industry People Moves – 10/13/23
Vestwell names Rettig to board of directors; Star Mountain Capital adds DeAngelis as senior adviser; Club Vita appoints Gleed as...
How to Stay Safe From Evolving Cybersecurity Threats
Experts discussed the SEC’s new cybersecurity rules and the importance of having an action plan at PLANADVISER’s Cybersecurity livestream.
SEC Exam Priorities Require Advisers to Account for Client-Specific Needs in Recommendations
The regulator also listed expensive, complicated and illiquid investment recommendations as coming under increased scrutiny in 2024.
Advisory M&A News – 10/16/23
MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.
Personalizing DC Investing Grows Thanks to Data, Coordination, Panelists Say
Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to...
Does Anyone Support the Predictive Analytics Rule?
Nobody in the investment advice industry seems to, and few and far between appear to elsewhere.
Voya Focusing on PEPs, MEPs With Advisers, Says Top Exec
The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...
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...
Investment Product & Service Launches – 10/12/23
PGIM enhances target-date funds; Pantheon announces new private credit secondaries fund; Morgan Stanley at Work launches charitable giving solution; and...
How to Champion a Financial Wellness Plan
Experts recommend implementing metrics for success and maintaining regular outreach.
Marsh McLennan Promotes New President of Mercer Division as CEO Prepares Departure
Pat Tomlinson was promoted to president of the company’s HR consulting arm, with Martine Ferland preparing to step down in...
Social Security COLA Announced as 3.2% for 2024
Monthly Social Security checks will increase about $59, a lower increase than in recent years but still larger than the...