Deals and People | July 1st, 2019 Principal, Wells Fargo Combination to Provide Broader Range of Services Principal’s acquisition of Wells Fargo’s Institutional Retirement & Trust business is complete, and Principal’s Renee Schaaf discussed what that means...
Deals and People | June 17th, 2019 Principal Announces Additions to Leadership Teams From Wells Fargo Joe Ready, current head of Wells Fargo Institutional Retirement & Trust, is taking a new role as head of Trust...
Administration | April 25th, 2019 Recordkeeper Consolidation Creates a Smaller Pool of Plan Sponsor Choices Recordkeeper consolidation is ongoing, but it offers an opportunity for plan sponsors to secure better services and software, and better...
Administration | April 9th, 2019 What Plan Sponsors Can Expect from Principal’s Wells Fargo Acquisition Talking about the decision to acquire the sizable retirement plan business of Wells Fargo, Principal Financial Group’s Renee Schaaf says...
Products | March 20th, 2019 Small Business 401(k) Recordkeeper Redesigns Website LT Trust's new website will serve as a 401(k) resource center to employers sponsoring 401(k) plans and to their employees.
Investing | December 21st, 2017 Fiduciary Concerns to Know When Debating Managed Accounts Before implementing managed accounts—either as a QDIA or voluntary option—plan sponsors should consider potential fiduciary issues.
Administration | October 18th, 2017 DC Plans Need a Framework for Managing Operational Risks An insight article offers a framework for identifying and managing operational risks, and Julian Regan, with Segal Marco Advisors, says...