Deals and People | July 12th, 2024 Retirement Industry People Moves First Eagle Investments hires senior director of consultant relations; Vanguard Group head of Europe announces retirement; Manulife names head of...
Products | June 18th, 2024 T. Rowe Price Launches Retirement Income Product Evaluation Framework T. Rowe Price’s five-part framework aims to support plan sponsors’ evaluations of retirement income products.
Deals and People | February 16th, 2024 Retirement Industry People Moves Alerus adds retirement plan consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.
Investing | February 12th, 2024 Insurance Broker’s PEP Launches for Private Equity, Venture Portfolio Firms San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...
Compliance | January 19th, 2024 26 State Attorneys General Appeal Biden ESG Rule Decision Republicans appeal to the U.S. 5th Circuit Court of Appeals, requesting it strike down the rule that permits environmental, social...
Benefits | January 17th, 2024 Market Strong for Plan Sponsors to De-Risk DB Plans, According to Agilis The pension and investments manager expects de-risking strategies to remain attractive in 2024.
Benefits | January 17th, 2024 DOL Sues Blue Cross Blue Shield Minnesota for Collecting $66.8M in Provider Tax The Department of Labor filed a lawsuit against Blue Cross Blue Shield of Minnesota, claiming the third-party administrator became a...
Deals and People | January 12th, 2024 Retirement Industry People Moves NFP names Greene president of benefits unit; CFP Board appoints Boersen as chair; Carter joins Sanctuary Wealth; and more.
Benefits | December 14th, 2023 Institutional Advisory Division of KeyBank Launches PEP Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.
Deals and People | December 8th, 2023 Retirement Industry People Moves Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.
Data and Research | December 7th, 2023 How Higher Interest Rates Are Changing Focus of Fully Funded Pension Funds Many corporate pension fund leaders are re-evaluating their liability-driven managers and allocations.
Investing | November 13th, 2023 Navigating ESG: Surveying the Landscape Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANSPONSOR event.
Administration | October 17th, 2023 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 PLANSPONSOR’s Cybersecurity livestream.
Deals and People | October 13th, 2023 Retirement Industry People Moves Vestwell appoints Rettig to board seat; Star Mountain Capital names DeAngelis as senior adviser; Club Vita names Gleed as head...
Deals and People | October 6th, 2023 Retirement Industry People Moves Haase joins small business retirement plan provider; Vestwell hires Farmakis; PGIM appoints Carlino to newly created role; and more
Data and Research | September 29th, 2023 DC Capital Invested in Private Real Estate Is Growing Defined contribution capital invested in private real estate and the number of daily valued products available has increased, new data...
Deals and People | September 14th, 2023 Nuveen Names James Nelson as Global Head of Public Product Nelson was appointed to replace Christopher Strickrod, who TIAA promoted earlier this year.
Deals and People | August 16th, 2023 TIAA Promotes Houser to Expanded Institutional Head of Sales Role TIAA is unifying all sales directors supporting nonprofit plan segments within institutional sales and promoting Houser to an expanded position,...
Administration | June 26th, 2023 BlackRock Reorganizes Public Policy Unit Samantha DeZur was promoted to head of U.S. public policy as part of the changes.
Deals and People | May 1st, 2023 Retirement Industry People Moves Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.