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planadviser.com
7 天
ESG Goals Still Prevalent in Executive Incentive Plans, WTW Reports
The ESG metrics globally, as in the U.S., were relatively flat year-over-year, according to WTW. But LTI plans were much more ...
planadviser.com
6 天
RIA Succession Planning Drops to New Low
DeVoe also pointed to rampant RIA merger and acquisition activity as a possible factor in the decline. Larger RIAs with more ...
planadviser.com
5 天
Concurrent Hires David Montgomery from OneDigital to Head Retirement Plan Division
The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a ...
planadviser.com
6 天
Compliance Year in Review
While that growth is good, the consultancy noted that human capital research from the Harvard Business Review suggested that ...
planadviser.com
4 天
“Shadow SEC” Group Aims to Shape Discussions on Federal Securities Laws
A group of academics created the group to seek the “wisest possible federal securities laws and policies,” and backed Trump’s ...
planadviser.com
5 天
CAPTRUST Adds Advisories Overseeing $1.97B
CAPTRUST on Thursday announced the acquisitions of two advisories with a mix of wealth and institutional services and a ...
planadviser.com
7 天
BlackRock Makes TDF With Annuity Option Its Plan QDIA
BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion ...
planadviser.com
13 天
EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net
Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can ...
planadviser.com
8 天
Advisers Giving Back: Theresa Conti
A retirement industry leader takes time out every holiday season to provide gifts to kids in need in her local Arizona ...
planadviser.com
4 天
DOL’s Khawar, Among Architects of New Retirement Fiduciary Rule, To Step Down
The career EBSA official who had been appointed by Biden to principal deputy assistant secretary will be leaving January 20.
planadviser.com
9 天
RIAs Face Talent Crunch, Schwab Reports
Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.
planadviser.com
11 天
UnitedHealth Group Settles 401(k) Fund Complaint for $69 Million
If the agreement is approved, participants will receive payments after UnitedHealth did not replace underperforming Wells ...
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