Retirement Industry People Moves
Broadridge names Kirkland to head of mutual fund regulatory unit; Standard brings in Orr to lead AI use across organization;...
Tag: Technology
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...
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How AI, FinTech Solutions Aim to Enhance Financial Security, Retirement Savings
Speakers at the EBRI-Milken Institute 2024 Retirement Symposium discussed technology as an important tool to leverage when addressing issues of...
Retirement Industry People Moves
Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.
What’s at Risk in a Cyberattack on a DC Plan?
For protecting defined contribution plans, the stakes are high, with workers’ information—and trust—on the line.
Retirement Industry People Moves
Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private...
Smart Bolsters Tech Solutions With Acquisition of ProManage
Smart’s global assets under management soar to more than $10 billion following its recent $95 million Series E funding round.
How Social Media Influences Plan Sponsors’ Participant Communications
The critical mission of educating younger employees about retirement investing requires different engagement tactics than in the past.
What Do Plan Sponsors Focus on When Doing an RFP?
Plan sponsors completing a request for proposal want a provider to stand out by addressing the company’s benefit needs through...
How Technology Has Transformed the RFP Process
When searching for a new recordkeeper or adviser, plan sponsors can take advantage of new technology tools to help streamline...
What This Year’s RFPs Will Look Like
New technology, new priorities and traditional cultural connections should all be in focus as plan sponsors manage request for proposals...
John Hancock Names Park to Head US Retirement Business
The new CEO arrives from American Century Investments to replace Sue Reibel, who retired at the end of 2022.
Retirement Industry People Moves
Wagner Law names new Chicago-based ERISA attorney; Franklin Templeton appoints senior alternatives strategist; WTW names director of retirement; and more.
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Franklin Templeton Partners With vWise on Personalized Investment Solution
The solution will use both company’s platforms to provide real-time participant data for tailored experiences.
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BPAS and MP Partner on Integrated Technology Solutions
The new partnership is said to eliminate manual uploads, reduce data entry errors and protect data integrity.
Portfolio Implications of Technological Acceleration
Faced with “growing obsolescence risk,” PGIM says there are two concrete steps that institutional asset owners should consider.
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ICMA-RC Enhances Participant and Plan Administrative Portals
A new public website has simpler navigation features, straightforward design, targeted messaging and an increased focus on educational tools.
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Alegeus Looks to Enhance CDH Benefit Adoption
Considering a lack of awareness around health benefits options, Alegeus is looking to enhance employee engagement programs for employers.
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CUNA Mutual Initiative Offers Easier Administration for Plan Sponsors
PlanOnTarget also provides more robust reporting for retirement plan sponsors.
Providers, Call Centers Strive to Educate Against Hardship Withdrawals
This time of year is a peak time for hardship withdrawal requests, providers say, and call center staff and provider...