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Citigroup rep managing $200 million moves to Alex. Brown
RIA NEWS JAN 24, 2022
Citigroup rep managing $200 million moves to Alex. Brown

Fernando Campoo joins Miami office of Raymond James division.

TriNet switches 401(k) plan to Empower
RETIREMENT PLANNING JAN 24, 2022
TriNet switches 401(k) plan to Empower

The move will allow TriNet to provide more website capabilities and additional call center hours to plan participants.

January 24, 2022
DIGITAL ARCHIVE JAN 24, 2022
January 24, 2022

To rethink our retirement ‘system,’ go Down Under
RETIREMENT PLANNING JAN 24, 2022
To rethink our retirement ‘system,’ go Down Under

While American policymakers tend to ignore the approaches of other nations, looking at the Australian experience might make sense.

TIAA offers annuity to corporate retirement plans
RETIREMENT PLANNING JAN 21, 2022
TIAA offers annuity to corporate retirement plans

The deferred fixed annuity is designed to be used as an allocation within managed accounts or custom target-date model portfolios in 401(k)s.

Franklin Templeton hires ESG exec from Calpers
PRACTICE MANAGEMENT JAN 20, 2022
Franklin Templeton hires ESG exec from Calpers

Anne Simpson developed and executed the sustainability investment strategy for the giant California pension plan.

NFP taps two as co-presidents in Northeast
RETIREMENT PLANNING JAN 20, 2022
NFP taps two as co-presidents in Northeast

Kate Henry and Mike Walsh will lead the region for the insurance broker.

Verity launches tool for 403(b) market
RETIREMENT PLANNING JAN 20, 2022
Verity launches tool for 403(b) market

Vynntana allows for collaboration among stakeholders.

Social Security Administration and unions reach pact on reopening
RETIREMENT PLANNING JAN 20, 2022
Social Security Administration and unions reach pact on reopening

Social Security's 1,200 field offices have been closed since March 2020 in response to the pandemic.

Ponzi fraudster sentenced to 17½ years
PRACTICE MANAGEMENT JAN 19, 2022
Ponzi fraudster sentenced to 17½ years

Ex-broker Perry Santillo also must pay $103 million in restitution.