Deals and People | August 31st, 2026 Aon Buys USI Insurance Services from KKR The global professional services firm is acquiring the employee-benefits and retirement-plan consultant in a $17 billion all-cash deal.
Benefits | November 1st, 2024 How Offering Personalized Benefits Helps Retention, Company Culture When evaluating the array of benefits in the marketplace, plan sponsors must balance cost with the need to attract and...
Products | March 21st, 2024 Product and Service Launches TIAA Distributes Annuity to Empower DC plans; HSA Bank launches emergency savings accounts; Navia partnership launches custom 401(k) plans; and...
Administration | March 21st, 2024 Empower Partners With Variety of Firms to Pair Guaranteed-Income Products With Advice Empower is working with asset managers and insurance companies to launch a new lineup of products to convert savings into...
Administration | February 21st, 2024 New York Life Forges Partnerships With MLB, US Soccer New York Life will be the official financial guidance partner of Major League Baseball and expanded its commitment to the...
Investing | February 12th, 2024 Insurance Broker’s PEP Launches for Private Equity, Venture Portfolio Firms San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...
Deals and People | January 12th, 2024 Retirement Industry People Moves NFP names Greene president of benefits unit; CFP Board appoints Boersen as chair; Carter joins Sanctuary Wealth; and more.
Products | January 11th, 2024 Investment Product and Service Launches Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs; Prism Benefits officially launches and more.
Administration | October 19th, 2023 Unum Plans Enhanced Student Loan Debt Repayment Program The plan sponsor will add flexibility to a program that allows workers to use paid time off to repay student...
Deals and People | September 11th, 2023 USI Insurance Services Gets Equity Investment Increased Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.
Data and Research | September 7th, 2023 Plan Sponsors’ Retirement Income Thinking Has ‘Evolved’ More employers are considering in-plan decumulation options.
Deals and People | August 4th, 2023 Retirement Industry People Moves Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...
Deals and People | July 27th, 2023 Aon Promotes Kristin Kraeger to CEO of Professional Services Aon appointed a new CEO of the professional services practice for North America division.
Deals and People | June 15th, 2023 NFP Promotes Keeling to Retirement Division CIO The move comes under the leadership of new president Joel Shapiro, who was appointed last month.
Products | February 24th, 2023 Investment Product and Service Launches Hub starts global risk solutions practice; FPA offers courses to address gaps in advisers elderly financial planning knowledge; and more.
Products | January 13th, 2023 Investment Service and Product Launches Milestone Money starts retirement planning website; Transamerica launches life insurance policy with retirement income option; J.P. Morgan customers can now...
Deals and People | December 14th, 2022 The Standard Hires VP for Retirement Plans Business Insurance industry veteran Jessica Krpan was hired to the new role to grow the Standard’s retirement offerings in the U.S.
Deals and People | December 12th, 2022 Retirement Industry People Moves Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys;...