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.

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...

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

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...

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.

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.

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

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