401k headlines with guest Glenn Dial
Show notes
HEADLINES
Recordkeepers Beat Out External Managers for IRA Rollovers
While new research finds recordkeepers took the lead for overall rollover count in 2022, IRA providers outside of employer retirement plans kept their dominance for accounts of $250,000 or more. The tug of war over who will manage the assets of hundreds of billions of retirement saving rollovers has ...
Pentegra’s John Pinto to Retire in 2023; Eric Wietsma Named as Successor
As Senior Vice President, Chief Operations Officer at Pentegra, Wietsma is responsible for two wholly owned subsidiaries of Pentegra and a group trust for which Pentegra provides administrative and investment services, along with the management of Pentegra’s Defined Contribution (DC) and Third Party Administrator (TPA) operations.
401kWire's MOST INFLUENTIAL 2022
TOPICS
3 High-Level Trends Advisors Need to Track Now: Wealth@wor(k) 2022 - 401(k) Specialist
The Key to Better Retirement Plan Service: The Digital Experience
As technology and corporate work cultures have evolved, telecommuting, hybrid, and flexible work schedules have become a reality for today’s employers and their workforces. However, the concept of being able to work from anywhere, anytime, is only as good as the digital experience.
TARGET DATE FUNDS in 2023
Having Glenn on the show might be a great opportunity to revisit the whole poor performance of 2022 with Fixed Income and Equities both falling (interest rates, inflation, volatility, etc) as opposed to inverse relationship.
Recordkeepers Beat Out External Managers for IRA Rollovers
While new research finds recordkeepers took the lead for overall rollover count in 2022, IRA providers outside of employer retirement plans kept their dominance for accounts of $250,000 or more. The tug of war over who will manage the assets of hundreds of billions of retirement saving rollovers has ...
Pentegra’s John Pinto to Retire in 2023; Eric Wietsma Named as Successor
As Senior Vice President, Chief Operations Officer at Pentegra, Wietsma is responsible for two wholly owned subsidiaries of Pentegra and a group trust for which Pentegra provides administrative and investment services, along with the management of Pentegra’s Defined Contribution (DC) and Third Party Administrator (TPA) operations.
401kWire's MOST INFLUENTIAL 2022
TOPICS
3 High-Level Trends Advisors Need to Track Now: Wealth@wor(k) 2022 - 401(k) Specialist
The Key to Better Retirement Plan Service: The Digital Experience
As technology and corporate work cultures have evolved, telecommuting, hybrid, and flexible work schedules have become a reality for today’s employers and their workforces. However, the concept of being able to work from anywhere, anytime, is only as good as the digital experience.
TARGET DATE FUNDS in 2023
Having Glenn on the show might be a great opportunity to revisit the whole poor performance of 2022 with Fixed Income and Equities both falling (interest rates, inflation, volatility, etc) as opposed to inverse relationship.
