Speaking & Press

Advance thinking and attention to detail help position plans for greatness.

Plan sponsors prepare and plan for 2024.

Principal, T. Rowe Price, Vanguard, and Ascensus note ongoing system issues due to a cybersecurity problem at a U.S.-based division of Infosys.

The clearinghouse alerted more than 10,000 people that private information, including IRA account data, may have been stolen.

HR stability, along with advisory sector instability, are some of the reasons more plan sponsors are putting out adviser requests for proposal.

Mistakes managing employer-sponsored plan data often expose vulnerabilities that can be exploited by bad actors.

The ruling shows the increased need to protect client data, as recordkeepers and others could face such fines due to a participant data breach.

Experts provide insight into an insurance market predicted to grow from $6 billion to $33 billion in coming years.

Requests for proposal from plan sponsors for DC advisory services are on the uptick, according to industry players.

As advisers seek more participant personalization from retirement recordkeepers, they also need to ramp up their focus on cybersecurity from providers.

Essential to public sector employees, a pension fund is a forgotten benefit for most workers in the private sector.

As more investment consultants crowd into the discretionary consulting space, some within the industry say the potential cost of not following the herd could be a problem.

Donovan Ryckis sits down with Jay Gepfert to unpack what employers do not know and what it is costing them: hidden broker compensation, lack of transparency, and outdated fee structures, including a real case study showing 46% savings in broker fees.

An interview with Matt Smith, content strategist for financial services and host of The Retirement Space Podcast.

Jay joined Spencer in February. Stay tuned for drop dates. The show shares conversations with founders, CEOs, entrepreneurs, doctors, and sales leaders across healthcare.