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Oct 27, 2025, 16:00 ET ZIEGLER CLOSES $36,120,000 FINANCING CHANNING HOUSE (CA)
and an organization described under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. The Borrower owns and operates a life plan retirement community (the "Community" or "Channing House") located on one acre of real property in Palo Alto, California, approximately 25 miles south of San
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Oct 27, 2025, 11:52 ET Blue Ridge Associates Announces Strategic Partnership and Presence at Employee Owned 2025 in Las Vegas
Blue Ridge Associates ("Blue Ridge") a leading provider of ESOP and retirement plan administration and compliance services, is proud to announce its role as a Strategic Partner of
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Oct 27, 2025, 09:00 ET Vanguard Further Expands Financial Advisors' Toolkit with Two New Fixed Income Model Portfolios
Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe—directly, through workplace plans, and through financial intermediaries. Vanguard
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Oct 27, 2025, 08:30 ET Employees Retirement System of Texas Adopts New Bloomberg Equity Index as Policy Benchmark
www.bloombergindices.com. About Employees Retirement System of TexasThe Employees Retirement System of Texas proudly serves the public servants who work for or have worked for the state of Texas. Since 1947, ERS
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Oct 27, 2025, 08:20 ET Prime Pensions Acquires Presberg Pensions and cements its presence in California.
/PRNewswire/ -- Prime Pensions, Inc. ("PPI"), a leading provider of retirement plan administration, consulting and compliance services based in Florham Park, NJ, has acquired Presberg Pensions ("Presberg"), a third-party administrator of retirement plans based in Westlake Village, CA. The acquisition is a strategic
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Oct 27, 2025, 08:00 ET TETRA TECHNOLOGIES, INC. ANNOUNCES CFO TRANSITION WITH PLANNED RETIREMENT OF ELIJIO SERRANO AND APPOINTMENT OF MATT SANDERSON
Vice-President ("EVP") and Chief Financial Officer to take effect upon Mr. Serrano's retirement. Mr. Sanderson is currently EVP and Chief Commercial Officer, having joined TETRA in November 2016. Until Mr. Serrano's retirement becomes effective and Mr. Sanderson officially assumes the role of Chief Financial
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Oct 27, 2025, 08:00 ET MainStreet Bancshares Inc. Reports Another Profitable Quarter
Gain on retirement of subordinated debt
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Oct 24, 2025, 16:00 ET ZIEGLER CLOSES $72,000,000 FINANCING FOR AIR FORCE ENLISTED VILLAGE
Obligor raised money to purchase land and construct 256 independent living units known as Bob Hope Village. The Obligor now owns and operates the retirement community located on 130 acres in Shalimar, Florida named Air Force Enlisted Village (the "Community"). The Obligor's first senior living community
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Oct 24, 2025, 13:02 ET Introducing the Rich Passan Sports Writing Scholarship: Supporting the Next Generation of Sports Journalists
daughter -- who became a writer and an editor, respectively – using a red pen and leaving a crime scene of notes. Upon his retirement in 2004, Passan and his wife, Debbie, moved to Goodyear, Arizona. For nearly a decade, he served as the public address voice for the Indians and
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Oct 24, 2025, 06:42 ET Weekly Recap: 11 Finance Press Releases You Need to See
Choose Between Retirement and Homeownership That struggle is causing a negative view of retirement attainability in general – more than a third (35%) of Millennials cite rising housing costs as the biggest obstacle to their retirement readiness, and
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Oct 24, 2025, 06:00 ET VestGen Expands National Platform to Serve Retirement Plan Sponsors
wealth management firm redefining advisor succession and client continuity, today announced a strategic expansion into the retirement plan market with the launch of VestGen Retirement Services. The new initiative delivers institutional-grade fiduciary oversight and participant engagement to plan sponsors
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Oct 24, 2025, 03:07 ET Euroclear builds on strong momentum in Q3 2025
partnerships: Euroclear has entered a strategic agreement with Aegon UK, one of the leading retirement and investment providers in the United Kingdom, to deliver its end-to-end funds distribution solution, through Euroclear FundsPlace®. Aegon UK will
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Oct 24, 2025, 03:02 ET Euroclear builds on strong momentum in Q3 2025
partnerships: Euroclear has entered a strategic agreement with Aegon UK, one of the leading retirement and investment providers in the United Kingdom, to deliver its end-to-end funds distribution solution, through Euroclear FundsPlace®. Aegon UK will
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Oct 23, 2025, 20:41 ET Alaska Air Group reports third quarter 2025 results
Obligation for pension and post-retirement medical benefits
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Oct 23, 2025, 18:09 ET Burnham Holdings, Inc. Announces Third Quarter 2025 Financial Results
7, 2025, the Company announced that it purchased a group annuity contract and will transfer a portion of its pension payment obligations under the Retirement Plan for Employees of the Burnham Group (pension) to a third-party insurance company. Under the contract, the Company will transfer approximately
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Oct 23, 2025, 16:45 ET ICI: Money Market Funds Assets Break New Records
language in the fund prospectus. Retail funds are sold primarily to the general public and include funds sold predominantly to employer-sponsored retirement plans and variable annuities. Institutional funds are sold primarily to institutional investors or institutional accounts purchased by or through
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Oct 23, 2025, 16:15 ET First Financial Bancorp Announces Third Quarter and Year to Date 2025 Financial Results
banking services to business and retail clients. Wealth Management provides wealth planning, portfolio management, trust and estate, brokerage and retirement plan services and had approximately $4.0 billion in assets under management as of September 30, 2025. The Company operated 127 full service banking
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Oct 23, 2025, 12:01 ET The Inner Circle acknowledges, Kit Mac Nee as a Pinnacle Professional Member Inner Circle of Excellence
also achieved numerous professional credentials, including CERTIFIED FINANCIAL PLANNER TM , Licensed Insurance and Investment Advisor, Chartered Retirement Planning Counselor®, Accredited Estate Planner®, Certified Exit Planning Advisor,® and Certified Planned Giving Specialist. In
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Oct 23, 2025, 10:05 ET MARINE CORPS SCHOLARSHIP FOUNDATION ANNOUNCES LIEUTENANT GENERAL GEORGE W. SMITH JR., USMC (RET.), AS NEW CHAIRMAN OF THE BOARD
Commendation and Meritorious Unit Commendation. General Neller, who served as the 37th commandant of the Marine Corps prior to his retirement in 2019, has guided MCSF's board with distinction during his time as chairman. Under his leadership, the organization has expanded its reach and
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Oct 23, 2025, 09:43 ET NB Bancorp, Inc. Reports Third Quarter 2025 Financial Results, Declares Quarterly Cash Dividend
increases in the average balance of FHLB advances, partially offset by declines in the weighted-average rate on certificates of deposit and individual retirement accounts. PROVISION FOR CREDIT LOSSESProvision for credit losses
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Oct 23, 2025, 08:05 ET Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors
for 20 years. Anne Oestriecher, who joined her father in the business in 2009 after a 25-year career in public accounting, has helped clients with retirement planning, estate planning, and financial planning that integrates tax considerations at every stage. The firm decided to move
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Oct 23, 2025, 08:00 ET Agile Consulting Group Recovers State Tax Refunds for 161 Louisiana Nursing Homes and Adult Residential Care Providers
spearhead this effort fundamentally enhanced our operational budgeting," said Ryan C. Marcomb, owner and CFO, of Summerfield of Hammond, Summerfield Retirement Community, and Anderson Memory Care. "When our facilities are already operating on limited budgets, these savings become immediate, unencumbered
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Oct 23, 2025, 06:20 ET ALLIANCEBERNSTEIN HOLDING L.P. ANNOUNCES THIRD QUARTER RESULTS
Retirement plan settlement (gain) loss
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Oct 23, 2025, 06:00 ET Best Gold and Silver Dealers (2025): Priority Gold Awarded for Transparency and Reliability by Consumer365
expectations in an uncertain economic era. For investors interested in learning more about how gold and silver can fit into a retirement strategy, Priority Gold offers a
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Oct 22, 2025, 17:23 ET Constellation Institutional Markets enters funding agreement backed note market
risk transfer programs. Constellation Institutional Markets is a member of the Constellation family of businesses, which also includes AuguStar Retirement, AuguStar Life, AuguStar Seguros, Constellation Investments and Constellation Re. Constellation's investors and equal partners, La Caisse and Ontario
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