Tag: retirement plan adviser

T. Rowe Price’s five-part framework aims to support plan sponsors’ evaluations of retirement income products.

Hear about the experiences of plan sponsors that have been through IRS and DOL audits.

Mercer parent Marsh McLennan acquires Cardano to expand retirement business across the Atlantic.

Ameritas announces senior vice president of retirement plans; Aon appoints Reese as next CFO; Ascensus restructures sales team; and more.

New York Life Group Benefit Solutions promotes two into expanded leadership roles; Ocorian taps Buick as CFO; Mao named nonresident...

Fidelity is seeking agreement from shareholders to reorganize funds offered through Fidelity Personal & Workplace Advisors LLC by RIA Strategic...

Despite net inflows to mutual funds in February, reversing the long-term trend of outflows is unlikely, according to analysts.

The cost of a plan amendment to allow safe harbor and true-up contributions prompted Great Lakes Management Co. to allege...

Empower is working with asset managers and insurance companies to launch a new lineup of products to convert savings into...

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.

Plan sponsors’ satisfaction with meeting their goals has also increased, according to Fidelity Investments’ annual survey.

Despite different perceptions of retirement readiness, both plan sponsors and participants understand the importance of grasping the details of how...

Shareholders can approve a proposal to reclassify Hartford’s Growth Opportunities Fund as a non-diversified investment, according to a securities filing.

Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president;...

Fiducient names Sabrina Bailey as CEO successor to co-founder Bob DiMeo.

T. Rowe Price names new head of global distribution; Bank of America announces Korkow president of Omaha; Northern Trust appoints...

Salas O’Brien names director of benefits; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.

Employers are challenged to provide comprehensive, understandable and useful benefits for employees, and simplification may be the answer.  

Employers use the help of a consultant searching for employee benefit vendors, narrowly for certain tasks or pricing only and...