Tag: retirement plan advisers

An annual survey of more than 1,000 employers finds an 81% plan outcome satisfaction rate.

Lawmakers have presented retirement industry professionals a golden opportunity to help teachers instruct students about financial literacy and retirement readiness.

For defined contribution plan participants, new research from PGIM and TIAA offers a fresh perspective on the usefulness of a...

Michigan-based Dawn Foods Inc. changed its contribution matching formula to increase the total and reduce participants’ confusion.

Alerus names top retirement services officer; Newport bolsters NQDC unit; T. Rowe board chair Stromberg steps down; and more. 

Alerus adds retirement plan consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.

Fees continued to fall, performance rallied and assets grew, according to Sway Research.

The acquisition will bolster Mercer’s OCIO investment and retirement consulting business.

Principal promotes Branham to national retirement investment director; Spouting Rock hires chief client officer; Natixis bolsters retirement product sales; and...

Principal promotes Matos; Amundi names CIO; Eagle hires Pickering as head of high-yield municipal credit team; and more.

Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales officer; CAPTRUST adds Leddy as chief compliance...

Fidelity names Palmer marketing director; SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; and more.

The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments...

TIAA hired a senior consultant executive and promoted two others internally, positioning the company to grow distribution for guaranteed lifetime...

Newly formed Collective Retirement Solutions taps Bill Higgins as MD; Ocorian promotes French to head of financial crime; Voya’s Penland...

Principal names Goosay managing director of global fixed income; Voya Financial Promotes Thompson; RPAG appoints head of business development; and...

Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs. 

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...

More women than men ages 61 to 65 are interested in securing guaranteed lifetime income sources, presenting an opportunity for...