News

Retirement Industry People Moves

Certified Pension Professional Joins Transamerica’s Client Management Department; BlueBay Hires Addition to Developed Markets Team; VP of Retirement Services Joins USI Consulting; and more.

SEC Issues Investor Bulletin for HSAs

The SEC says if investors plan to use the money in their HSA soon, different account features may be useful than if they plan to invest the money for the future.

More Employers Looking to Revamp Well-Being Programs

Broadening the focus of traditional, physically focused wellness programs to become more holistic (adding financial, social & mental well-being) is leading more employers to ask about a platform/hub to combine all of their benefits initiatives, a survey found.