Sentences with phrase «retirement plan industry»

I have worked in the qualified retirement plan industry for the last 18 years in consulting and as in house manager for a fortune 500 company.

One retirement planning industry executive feels TDFs have done a lot for a lot of people, «but it's time to go from a good idea to a great idea.»

The esteemed panel all agreed that, widely speaking, the DC retirement planning industry continues to migrate toward streamlined and simplified investment menus — especially the «three - tiered» approach with which many sponsors will already be familiar.

Equity Trust Company, with its corporate headquarters in Greater Cleveland, Ohio and operations in Sioux Falls, South Dakota and Denver, Colorado is at the forefront of the self - directed retirement plan industry.

While a uniform fiduciary standard would be disruptive to the retirement plan industry in the short - term, I believe it's in the best interest of all retirement plan stakeholders — participants, fiduciaries, and even financial advisors — in the long - term.

«It's an exciting time to be in the retirement plan industry as advisers, asset managers, and plan sponsors search for investment vehicles that meet their unique needs,» says Rob Barnett, administrative vice president and head of Retirement Distribution at Wilmington Trust.

New actively - managed funds could allow institutional players like State Street to develop an edge in the retirement planning industry.

The retirement plan industry has come out of the shadows in the last three decades.

Software developer NextCapital Group says it is building digital portfolio management and advice delivery tools that have the potential to reshape the defined contribution (DC) retirement plan industry.

The Senate HELP Committee cleared Preston Rutledge's nomination earlier in December; now the full Senate has approved his nomination to a post in which he will play a critical role overseeing the retirement planning industry and the future of the fiduciary rule.

But, the retirement plan industry matured during succeeding years as plan sponsors benchmarked costs, interest grew in low - cost passive investments, and specialized consultants increased their control.

Summary Over 25 years» experience in the retirement plan industry providing detailed analyses of ass...

Proactive leader providing refined business acumen and exemplary Experienced Project and Implementation Manager for the 401 (k) retirement plan industry.