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With $600 billion in assets under advisement, Captrust has appointed a head of wealth management to lead the growing $24 billion under management business.
Defined-contribution plans like 401(k)s have all but replaced pension plans, although many plan providers and insurance companies are aiming to make the former more like the latter. The latest step has been to include guaranteed income options in 401(k)s, a development that will soon be tested in the market.
Retirees in the pension plan of Philips North America will receive the same monthly benefit.
The RISE accounts Edelman is proposing would be funded initially by $5,884, and people would be able to begin receiving retirement income checks starting at age 70.
Regulators say the insurance company’s American General Life subsidiary operated in the state without a license, undertaking four large-scale pension risk transfers and bidding on others.
There’s a lot in the bill for pre-retirees, company sponsors and retirees, but the changes proposed for retirees jumped out at me
More than $3 billion was returned in fiscal 2020 through investigations, voluntary corrections and other programs, according to the agency
The worsening outlook will likely trigger 401(k), Social Security reform
Institutional investors use environmental, social and governance factors to align with stakeholders, according to a report by Callan
The Institute for Portfolio Alternatives says lawmakers are receptive to its diversification pitch
There's considerable overlap in the types of defined-contribution plans the two companies serve, particularly in the Taft-Hartley, government and nonprofit areas
Investor advocates warn high-risk, high-fee investments could harm savers
State and local government pension plans lost about 13% during the first quarter
The regulator says Athene Holding Ltd. sold insurance in the state without a license
The sell-off in response to the pandemic has hit some industries' pensions plans, such as airlines', harder than others, two reports suggest
Financial industry also pushes for temporary waiver on required minimum distributions
As the legislation brings about big changes in the retirement plan market, will advisers benefit or will they be drowned?
His proposed budget for 2021 lays out cuts to federal retirement benefits that would total $92 billion by 2030
Improving 401(k)s is likely to make them look more like defined-benefit plans, according to Russell
The firm's suite of wealth management services can cater to the full spectrum of 401(k) participants.
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Individual Retirement Accounts
- Independent Broker-Dealers