Displaying 992 results
Newport will serve as the pooled employer plan provider and PlanMember will supply 3(38) fiduciary investment services.
In the past week alone, at least three PEPs have been announced. Those include plans from American Trust, Access Retirement Solutions and a new entity from venture capital firm Magis Capital Partners, Sallus Retirement.
With $600 billion in assets under advisement, Captrust has appointed a head of wealth management to lead the growing $24 billion under management business.
Walsh says he will tell EBSA to reexamine the regulation, which an expert says has led to ESG products being taken off of retirement plan platforms.
The banking giant, which was convicted of wire fraud in connection with a Libor-rigging scheme, currently enjoys key rule exemption.
Across age, income and education levels, people who are still paying down college debt on average had much smaller defined-contribution plan balances and in some cases were less likely to own a home, according to a study from the Employee Benefit Research Group.
Financial wellness programs depend on data about what workers need, but employees may have concerns about the privacy of their personal information.
The firm's acquisition of the record keeper may be a harbinger for other distributors. Does Raymond James see opportunities to monetize participants in retirement plans, especially given the launch of pooled employer plans?
Future innovations in DC plans will come as much from retirement plan advisers and their clients as from the institutional market.
Revenue sharing fees ultimately make retirement plans more expensive, and funds that include them are disproportionately favored on plan menus, a recent academic paper found.
Fintech and digital record keeper Vestwell is among about three dozen firms that have registered as pooled plan providers with the DOL, but the firm does not yet have information on pricing and plan design for a potential PEP product.
The strategy is seen as an opportunity to help train younger advisers and prospect for wealth management clients.
Combining financial wellness with traditional wellness programs can highlight their value, according to guests at a recent RPA event.
Guests at the RPA Convergence Broker-Dealer Roundtable and Thinktank say it might be a while before annuities are used in many plans.
Industry consolidation, financial wellness, data and new ways to work in the pandemic reality were among things on attendees' minds at the latest RPA event
Record keepers lament the tendency for many plans to stay put, but big 401(k)s are often priced so low that no one bids for them
Record keeping will be done by Vestwell, investing by Envestnet
New cases were filed against employers, and insurers have tamped down limits on fiduciary liability coverage
While the majority of plans don't include such options, employers have become more receptive to financial wellness, according to new research
Approval may be moot as the new administration could easily quash it
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Individual Retirement Accounts
- Independent Broker-Dealers