Benetic Introduces Provider Search Platform Tool
The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.
News
‘Annexus Retirement Solutions’ Launch Signals Rise of DC Plan Lifetime Income
The firm says the formal launch of Annexus Retirement Solutions precedes the rollout of innovative in-plan retirement income solutions in 2021.
Managers Expect Annuity Allocations to be Incorporated Into TDFs
In addition, Cerulli says it expects that plan sponsors and retirement plan providers will engage in more exploratory discussions about including private equity in target-date funds.
PBGC Director Says Legislation Needed to Help Multiemployer Plans
The agency's Fiscal Year (FY) 2020 Annual Report shows its multiemployer insurance program will become insolvent sometime in FY 2026.
15th Anniversary of RPAY: Rita Fiumara
Rita Fiumara of UBS Financial Services Inc. is an early entrant into the retirement plan industry, having worked in the...
Retirement Industry People Moves
Advisor Group and Securities America recruit Gaulden & Associates; NTSA hires executive director; retirement services SVP joins PlanMember; and more.
DOL Issues Final Rule on Proxy Voting and Shareholder Rights
The final regulation includes delayed compliance dates to January 31, 2022, for certain recordkeeping and proxy voting requirements.
Principal Remains as Defendant After CHS Settlement
The proposed agreement stipulates that the class counsel does not intend to seek recovery of any attorneys’ fees or litigation costs from Community Health Systems (CHS) in connection...
Self-Directed Investors Satisfied With Their Strategies in 2020
Most say they learned the importance of staying the course, despite market volatility.
15th Anniversary of RPAY: The Catanella Institutional Consulting Team
The practice, overseen by a father-son pair, has experienced strong growth while staying committed to the middle-market segment.
Retirement Plans Will Likely Face More Litigation in 2021
A year marked by high volatility and rushed cybersecurity practices could bring a new wave of retirement plan litigation for...
Investment Product and Service Launches
Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger...
Paychex Introduces a Pooled Employer Plan
The firm says the PEP will reduce fiduciary liability for employers.
Vestwell Partners With Envestnet on 3(38) Services
The services will now be available to Vestwell advisers.
Even 2020 Couldn’t Dampen RIA Industry M&A Momentum
Though the whole year and the final quarter, especially, have already delivered impressive numbers, there are expectations that some additional major transactions could soon be announced.
Does Senate Hearing Foreshadow More Retirement Reform?
Commenters at a Senate Finance Committee hearing held Wednesday sure hoped so—and they had a lot of ambitious ideas.
IRS Offers Guidance for Safe Harbor Plans on SECURE Act Provisions
A Q&A addresses the auto-enrollment cap and safe harbor notice requirements.
Equity Opportunity May Exist Outside U.S. in 2021
The change in presidential administration could result in more opportunities in Chinese companies, for example.
Hearts & Wallets Study Shows Workers Want More Personalized Financial Advice
American workers are expecting more from workplace programs, such as tailored communications and experienced representatives.
Rollins ERISA Challenge Tossed on Technical Issue
The short, pro-defense ruling concludes that the lead plaintiff has not exhausted all potential administrative remedies, making a lawsuit inappropriate at this juncture.