Tag: Technology

October Three expands O3 PRIME retirement plan; JPMorgan U.S. Research Enhanced Large-Cap ETF launches; PensionBee adds Roth and contribution capabilities...

Some barriers persist to providing financial wellness tools to employees, according to speakers at the EBRI-Milken Institute 2025 Retirement Symposium.

Broadridge names Kirkland to head of mutual fund regulatory unit; Standard brings in Orr to lead AI use across organization;...

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...

Speakers at the EBRI-Milken Institute 2024 Retirement Symposium discussed technology as an important tool to leverage when addressing issues of...

Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.

For protecting defined contribution plans, the stakes are high, with workers’ information—and trust—on the line.

Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private...

Smart’s global assets under management soar to more than $10 billion following its recent $95 million Series E funding round. 

New technology, new priorities and traditional cultural connections should all be in focus as plan sponsors manage request for proposals...

The new CEO arrives from American Century Investments to replace Sue Reibel, who retired at the end of 2022.

Wagner Law names new Chicago-based ERISA attorney; Franklin Templeton appoints senior alternatives strategist; WTW names director of retirement; and more.

The solution will use both company’s platforms to provide real-time participant data for tailored experiences.

The new partnership is said to eliminate manual uploads, reduce data entry errors and protect data integrity.

Faced with “growing obsolescence risk,” PGIM says there are two concrete steps that institutional asset owners should consider.

A new public website has simpler navigation features, straightforward design, targeted messaging and an increased focus on educational tools.

Considering a lack of awareness around health benefits options, Alegeus is looking to enhance employee engagement programs for employers.