The deferred fixed annuity is designed to be used as an allocation within managed accounts or custom target-date model portfolios in 401(k)s.
Kate Henry and Mike Walsh will lead the region for the insurance broker.
Vynntana allows for collaboration among stakeholders.
Social Security's 1,200 field offices have been closed since March 2020 in response to the pandemic.
Those who missed enrolling in the program when they were first eligible get a second chance during Medicare's general enrollment period, which runs from Jan. 1 through March 31 each year.
A third of people say they would quit rather than have to return to an office, a recent survey found.
Eight of the 11 acquisitions Captrust did last year involved wealth management firms, a trend that Rush Benton says will continue.
The products had net inflows of $23.9 billion, a significant increase from the $6.7 billion in outflows seen in 2020, according to a report from Morningstar.
Giant Virginia bank’s RIA arm will shed operations as well as assets.
Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.
Litigators this week brought class-action lawsuit claims against PPL Corp., Mass General Brigham and Milliman Inc. over their multibillion-dollar 401(k)s and 403(b)s.
Three-quarters fear new Covid variant could cause a recession.
The deal for Portfolio Evaluations of New Jersey is Captrust’s 54th acquisition since 2006.
Retirement plan consultant Gouldin & McCarthy is based in Basking Ridge, New Jersey.
When required minimum distributions begin, QCDs can reduce or eliminate the income tax on the RMD income — if the timing is right.
More than 650 employers in the state will be sent notices that they're not in compliance. Fines start at $250 per employee.
The fund giant says it also added $20 billion in defined-benefit assets last year.
Aggregators realize that in-plan retirement income solutions are needed, while CIOs understand that advisers need to be able to help participants navigate the myriad of benefits offered at work.
Less than a third of employers offer such services in some form, most often as it relates to retirement saving. And when the services are available, plan participants tend not to use them.
There were 3.3 million, or 7%, more retirees as of October 2021 than in January 2020, according to research by the St. Louis Federal Reserve.
