Lucas Takes the Helm at EBRI
Lori Lucas, previously with Callan Associates, tells PLANSPONSOR there is a new vision for the Employee Benefit Research Institute’s future.
Tag: Retirement Industry
Retirement Industry People Moves
OneAmerica Reveals Leadership Changes Within Company; TRA Acquires ACS to Expand Northeast Region; USI Hires SVP and Regional Sales Director; and more.
Retirement Industry People Moves
Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.
Americans Concerned with Short Term Market Volatility
A survey by Franklin Templeton Investments finds that Americans are nearly equally as concerned with short-term market volatility as they are with meeting their long-term retirement goals.
Retirement Industry People Moves
T. Rowe Price Hires Head of Large Retirement Sales; PanAgora Asset Appoints Strategic Relationship Manager; and Guardian Hires Chief Communications Officer
Barry’s Pickings Online: Welcome to Trump-World
Michael Barry, president of the Plan Advisory Services Group, discusses how certain Trump priorities will affect retirement plans.
Strategic Insight Acquires BrightScope
BrightScope is the leading provider of retirement plan, sales and distribution data.
Less Than Half of Private-Industry Workers Participate in Retirement Plans
Only two-thirds of private-industry workers have access to employer-sponsored retirement plans, the Bureau of Labor Statistics reports.
Retirement Industry People Moves
Russell Investments, Pavilion Advisory, Guardian and others make new hires.
Conn. Study Says Retirement Plan Access Can Be Expanded
Under a range of market scenarios and plan designs, a public retirement program for private-sector employees would be viable in Connecticut, a report concludes.
Retirement Industry People Moves
Lathrop & Gage adds an ESOP pro, BTIG expands its transition management unit and Mercer teams with Vemo.
Retirement Industry People Moves
This week: CBIZ makes another acquisition, Arnerich Massena names a division managing director and Wagner Law adds an of counsel.
Salisbury Stepping Down as CEO of EBRI
Dallas Salisbury will leave EBRI after 37 years as CEO of the nonpartisan, nonprofit research institute.
Retirement Industry People Moves
Jamie Ohl leaves Edward Jones for Lincoln Financial Group; Barbra A. Byington and Christopher Jarmush receive promotions at Gallagher Fiduciary Advisors; Brett Dutton comes to PNC; Trang Lam comes to Northern Trust Asset Management.
Retirement Industry People Moves
Diana Jordan comes to Unified Trust Company; Julie Niccum rejoins Ascensus.
SPARK Names New Executive Director
Tim Rouse will assume day-to-day responsibilities for managing the organization.
TCW Welcomes Business Development Expert
Heather Beatty will manage relationships with institutional investment clients on the West Coast.
REDW Spins Off New ABG Retirement Firm
Alliance Benefit Group Southwest (ABG-Southwest) will function as a separate company for retirement plan recordkeeping and third-party administration (TPA) services.
Fiduciary Fitness Related to Financial Wellness
Adding a financial wellness program can cut
plan costs and reduce a plan sponsors’ fiduciary risk.
Retirement Savings Sacrificed for College Costs
A study finds about half of parents are willing to delay retirement or dip into retirement savings to pay for children’s education.