Browsing Tag
Mercer
28 posts
Mercer Introduces Account Bridge with Pontera
The program allows advisors to manage clients’ held-away investment accounts without added fees
Corporate Roundup: ALI Creates Retirement Assistant, Creative Planning Buys Maxwell Wealth Strategies
The latest news from Alliance for Lifetime Income, Creative Planning, HUB International, and more
Corporate Roundup: CFP Board CEO Announces Retirement, HSA Bank Updates Logo
The latest news from CFP Board, HSA Bank, T. Rowe Price, and more
Official 2025 401(k) Contribution Limit Announcement Due Soon: $500 Bump Expected
Based on September inflation figures, total employee contribution limit is expected to increase by $500 instead of $1,000
Mercer Advisors Builds Presence in North Carolina and Philly With New Deals
The Denver-based wealth manager announced the acquisitions of two multi-million dollar RIAs this week
Corporate Roundup: Mercer 401(k) and PEP Top $3.5B, Principal Appoints COO
The latest industry news from Mercer, Principal, and Ascensus
Corporate Roundup: Franklin Templeton and TIFIN Partner, EFE Hires CMO
Franklin Templeton and TIFIN collaborate on a financial wellness platform, Edelman Financial Engines hires a new chief marketing officer, and more
Facts Don’t Back Recent Criticism of Voluntary Retirement Plan Market
Op-ed: ICI Chief Economist Sean Collins fires back at critics of the U.S. retirement system who seek to paint it as average or broken
Countries That Beat the U.S. in Retirement System Ranking
Netherlands won the top retirement income system while Argentina placed last in the Mercer CFA Institute Global Pension Index
Employers Anticipate Higher Health Benefit Costs for 2024
Early findings from a Mercer survey show that plan sponsors expect total health benefit costs to rise 5.4% in 2024