Browsing Tag
Retirement
2319 posts
Ascensus Bought by Private Equity Group, Sovereign Wealth Fund
Ascensus announced Monday that Stone Point Capital, the Greenwich, Conn.-based private equity firm specializing in financial services, and…
Women in Pensions Network (WiPN) Rebrands to Reflect Evolving Industry
WiPN is now WIPN after rebranding itself from Women in Pensions Network to WE Inspire. Promote. Network. Founded…
Peter Mallouk Launches Financial Education Center in Low Income Area
The country’s wealth gap is a perennial problem, one exacerbated by the COVID pandemic. A lack of access…
Why the Case for 401(k) Auto Portability Just Got Stronger
The case for auto portability, the new 401k plan default feature that automatically transfers small-balance retirement savings when…
The Dilution of the Retirement Plan Fiduciary
In recent years, the term “fiduciary” has been tossed out like parade candy. Is my broker a fiduciary?…
3 ERISA Problem Areas Vendors Can Help With (Now!): Qualified Plan Fiduciary Summit
“From a practical standpoint, what are vendors worried about with their plan sponsors and participants?” Sarah Simoneaux rhetorically…
Will Biden’s Proposed 401(k) Tax Deduction Change Fly in Congress?
Bipartisanship was heavily emphasized in a webinar discussion about what will likely happen with retirement legislation in the…
Fiduciary Benchmarks Rebrands, Realigns to Expand Offerings
Fiduciary Benchmarks (FBi) announced that it is rebranding itself as Fiduciary Decisions (FDI) in recognition of the expansion and broadening of its mission and service offering.
Why It’s A New Day for Annuities in 401(k)s
The SECURE ACT was passed in December 2019, paving the way for substantial changes in the retirement industry.…
PRESTON’S PRIORITIES: An Insider’s View of Retirement Regulation
The SECURE Act, ESG, missing participants, private equity, the fiduciary rule—there are A LOT of issues with which…