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BY John Sullivan 4/25/2024
Alera Group is on a tear.
In late March, the Illinois-based independent insurance and financial services firm launched a small market retirement plan solution with Vestwell and Franklin Templeton for employers with fewer than 100 employees—the goal is to bring "large-plan services [to]...
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BY John Sullivan 4/25/2024
High-profile retirement plan industry personalities Bonnie Treichel and Matthew Eickman are teaming up to tackle, among other things, retirement income.
Eickman will transition from his role as National Retirement Practice Leader at Qualified Plan Advisors, parent company Prime Capital Investment...
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BY Ted Godbout 4/25/2024
The right mix for retirement funding doesn’t necessarily mean million-dollar portfolios, but should include advice that allows “chunky spending,” addresses employment outlook, avoids unpleasant retirement surprises, and analyzes living arrangements, a new report suggests.
In fact, it looks as if...
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BY NAPA Net Staff 4/25/2024
Do you have an existing nonqualified plan focus? Are you looking to grow into this rapidly expanding arena?
If so, you won’t want to miss the 2024 NAPA Nonqualified Plan Consultant (NQPC) Conference, Sept. 15-17 in Chicago, Illinois. Taking place at the Loews Chicago O’Hare, the conference will...
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BY Nevin E. Adams, JD 4/25/2024
After plunging to levels not seen since the so-called Great Recession, a new survey picked up on a burst of optimism in retirement confidence. And the picture of retirement FROM retirement looks pretty good.
In fact, two-thirds (68%) of the workers and three-fourths (74%) of retirees surveyed were...
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BY Kelsey Mayo 4/25/2024
The Department of Labor (DOL) released the Retirement Security Rule, informally known as the fiduciary rule, to great fanfare on Tuesday—including a press conference and White House ceremony.
Now that it’s released, what changes does the final rule make to the proposed rule? Here are eight...
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BY Joey Santos-Jones 4/24/2024
Betterment has entered into an agreement with Goldman Sachs to acquire the digital investment accounts of the investment bank's Marcus Invest, as announced on Monday. Betterment will integrate Marcus Invest's accounts into its operations. The company currently manages over $45 billion in assets and...
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BY Ted Godbout 4/24/2024
Nationwide is accelerating the adoption of next-generation automatic plan features by allowing plan sponsors to automatically default participants into an in-plan protected retirement solution, according to an April 24 announcement by the firm.
While many employers are familiar with setting a...
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BY Nevin E. Adams, JD 4/24/2024
It’s said that if at first you don’t succeed, try, try again—but if you’re suing in federal court, you had better make your case.
The suit in question this time—which was last decided in favor of the fiduciary defendants almost exactly a year ago—had alleged that the Georgetown University 403(b)...
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BY Jenny Kiffmeyer, JD 4/24/2024
ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock...
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