Oklahoma Police targets $50 million for 2 private equity funds
June 21, 2021 03:13:26 PMUnum adds managed retirement fund to 401(k) plan, pairs it with withdrawal options
June 18, 2021 03:10:43 PMUnum Group added a managed retirement fund to its 401(k) plan and paired it with automatic withdrawal options.
Most plans utilize retirement plan committee – PSCA
June 03, 2021 03:26:59 PMMost plan sponsors have at least one retirement plan committee, according to the Plan Sponsor Council of America.
Gen Xers have worse view of retirement prospects than baby boomers or millennials
June 03, 2021 08:00:00 AMGen Xers have the gloomiest outlook about their retirement prospects of any age group, BlackRock found.
Hub International snaps up Epstein Financial Services
June 02, 2021 12:22:40 PMInsurance broker Hub International acquired registered investment adviser firm Epstein Financial Services.
Payback of withdrawals now sponsors’ focus
May 31, 2021 12:25:56 AMRecord keepers are working with plan sponsors to prompt participants to replenish their savings after taking COVID-related distributions.
Record keepers roll on despite challenges posed by pandemic
May 17, 2021 12:00:00 AMFor the 12 months ended Sept. 30, record keepers saw their assets swell to $8.21 trillion, up 9.6%.
Enhanced tax credit entices more companies to offer 401(k) plans
May 03, 2021 12:00:01 AMA more generous tax credit under the SECURE Act is pushing entrepreneurs to offer retirement plans.
Mississippi Public Employees allocates $795 million to private equity, real estate
April 30, 2021 10:40:59 AMComfortable retirement still on track for most Americans despite pandemic – survey
April 22, 2021 01:00:00 PMDespite economic challenges posed by the coronavirus pandemic, most retirees are confident in the ability to live comfortably in retirement.
OneDigital scoops up Westminster Consulting to expand retirement plan business
April 22, 2021 12:31:46 PMOneDigital acquired RIA firm Westminster Consulting, adding more than 70 retirement plan clients.
Hub International continues buying spree with IBG acquisition
April 15, 2021 01:28:37 PMHub International acquired retirement plan consulting firm IBG Financial Partners.
Economic Group Pension Services scoops up third-party administrator
April 09, 2021 02:59:19 PMEconomic Group Pension Services acquired third-party administrator Dissinger Associates Plan Administration & Design.
Hub International agrees to buy Plan Sponsor Consultants
April 07, 2021 03:11:33 PMHub International has acquired the assets of retirement plan consulting firm Plan Sponsor Consultants.
CAPTRUST completes Pacific Investment acquisition
April 06, 2021 02:32:59 PMCAPTRUST Financial Advisors acquired retirement planning and wealth management services firm Pacific Investment Consultants.
SageView acquires Arnerich Massena’s retirement plan services business
March 31, 2021 03:33:44 PMSageView Advisory Group acquired the retirement plan services practice of RIA firm Arnerich Massena.
Vanguard admits to allocation errors in Nevada 529 plan
March 26, 2021 04:06:23 PMVanguard Group made investment errors in the accounts of customers participating in Nevada's 529 plan.
Voya revamps leadership structure to widen record-keeping business
March 26, 2021 12:46:34 PMVoya has reshuffled its leadership team as part of its strategy to broaden its retirement plan business.
Oklahoma Police locks up $25 million for private equity fund
March 19, 2021 12:14:32 PMVirus exacts toll on women’s retirement savings, workplace diversity efforts – panel
March 16, 2021 12:38:54 PMThe issues facing women in saving for retirement dominated discussions at P&I's DC Spring Virtual Series.
Contribution catch-up for caregivers gaining favor
March 08, 2021 12:00:00 AMEven though a bill to help caregivers boost their retirement savings hasn't gotten much buzz, it's still managed to gather fans.
Oklahoma Teachers assigns $160 million to Franklin Park
March 04, 2021 03:24:20 PMPSCA: Employee participation in non-qualified deferred comp plans rising
March 02, 2021 11:48:23 AMMore employees eligible to participate in non-qualified deferred compensation plans did so in 2020 than in 2018.
OneDigital buys Fulcrum Partners
January 29, 2021 03:47:22 PMOneDigital Investment Advisers has purchased Fulcrum Partners, an executive benefits consultant.
Fidelity launches pooled employer plan for small business
January 28, 2021 12:39:47 PMFidelity Investments introduced a pooled employer plan for small employers looking to offer a 401(k) plan for the first time.