There’s been another step toward consolidation in the recordkeeping space. The most recent—Standard Insurance Company (a.k.a. “The Standard”) and Securian Financial Group, Inc. have announced a definitive agreement under which The Standard will acquire Securian Financial’s retirement recordkeeping... READ MORE

SageView Advisory Group has announced that Lakeview Wealth Management of Deer Park, Illinois will join the organization.  Lakeview Wealth Management, which oversees $415 million in client assets, offers retirement and financial planning services. The entire six-woman Lakeview Wealth Management... READ MORE

To help small businesses gain an advantage in today’s competitive job market, Transamerica is offering an initiative that encourages employees to save more now for retirement and medical costs. For small businesses that select Transamerica as their retirement plan and health savings provider... READ MORE

A new study by Fidelity Investments finds that more than half of women are taking control of their money in the near-term, but inflation and other economic worries are prompting them to seek support. According to the firm’s research, women have a more positive outlook on their careers,... READ MORE

Fidelity Investments, Vanguard, and Alight Solutions announce that they have collaborated with Retirement Clearinghouse, LLC to create a consortium of workplace retirement plan recordkeepers to accelerate the nationwide adoption of auto portability. The consortium, branded “Portability Services... READ MORE

While not yet back to pre-COVID levels, average deferral rates are up, more participants are contributing, more plans are permitting immediate eligibility, and employer contribution rates to 403(b) plans rose almost 24% year-over-year, according to an annual 403(b) Plan Survey from the Plan Sponsor... READ MORE

The two firms have announced a new chapter in their longstanding relationship, debuting a customized offering from intellicents, which brings together two OneAmerica services for select retirement plan sponsors and participants. According to the announcement, the intellicents offering will include... READ MORE

In recent weeks some state officials have pushed back on the imposition of ESG factors in state pension investment considerations—now another is pushing back on that pushback, criticizing BlackRock CEO Larry Fink for not taking a stronger pro ESG-stand.    In a heavily footnoted eight-page letter... READ MORE

As employers look for creative ways to recruit and retain executive talent in the wake of the Great Resignation, they are increasingly looking to so-called nonqualified plan designs—and the National Association of Plan Advisors (NAPA) has launched a new certificate program designed to help advisors... READ MORE