retirement

Frank D’Amelio to Step Down as Pfizer CFO
People

Frank D’Amelio to Step Down as Pfizer CFO

During his 14-year tenure, D'Amelio played a key role in transforming Pfizer into "an industry leading, science-based biopharmaceutical company."
By Matthew Heller | November 18, 2021
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Boeing CFO Smith to Retire After 10 Years
People

Boeing CFO Smith to Retire After 10 Years

The 30-year Boeing veteran helped guide the company through the twin crises of the 737 Max grounding and the coronavirus pandemic.
By Matthew Heller | April 21, 2021
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Special Report: Government Fixes for the Retirement Problem
Retirement Plans

Special Report: Government Fixes for the Retirement Problem

Congress is poised to help companies send their older workers off to a secure retirement.
By Lauren Muskett | October 9, 2019
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Cathy Smith to Step Down as Target CFO
People

Cathy Smith to Step Down as Target CFO

“The next person in that chair has some big shoes to fill," a Moody's analyst says.
By Matthew Heller | January 11, 2019
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Starbucks CFO Stuns Wall Street With Retirement
People

Starbucks CFO Stuns Wall Street With Retirement

The coffee chain's shares dip more than 3% on news that Scott Maw is leaving after just four years as finance chief.
By Matthew Heller | June 28, 2018
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Brad Halverson to Retire as Caterpillar CFO
People

Brad Halverson to Retire as Caterpillar CFO

The company credits him with playing a "critical role" in its restructuring after a years-long sales downturn.
By Matthew Heller | August 1, 2017
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W.W. Grainger CFO to Retire, Stock Falls 7%
People

W.W. Grainger CFO to Retire, Stock Falls 7%

Ron Jadin's retirement "will come at a time when the struggling company doesn't need a disruption.”
By Matthew Heller | July 19, 2017
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Labor Dept. Seeks Delay in ‘Fiduciary’ Rule
Risk & Compliance

Labor Dept. Seeks Delay in ‘Fiduciary’ Rule

The delay would give the department more time to evaluate the possible effects of the controversial Obama-era regulation on retirement advisers.
By Matthew Heller | March 3, 2017
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Tonic for Retirement Ills
Retirement Plans

Tonic for Retirement Ills

Balancing benefits costs and outcomes is critical to enterprise success.
By | September 19, 2016
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U.S. Household Finances Show Modest Uptick
The Economy

U.S. Household Finances Show Modest Uptick

A Fed survey finds more people reporting financial comfort but many would still have trouble dealing with an emergency expense of $400.
By Matthew Heller | May 26, 2016
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Taking Your Lump Sums Early
CFO Research Blog

Taking Your Lump Sums Early

It may be a good time to take another look at lump-sum distributions to reduce DB plan risk.
By David W. Owens | September 18, 2015
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Reaping the Rewards of Lower Risk in DB Plans
CFO Research Blog

Reaping the Rewards of Lower Risk in DB Plans

When it comes to taking financial risk out of pension plans, getting agreement turns out not to be as hard as you might think.
By David W. Owens | September 1, 2015
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Tesla Motors CFO Ahuja to Retire This Year
People

Tesla Motors CFO Ahuja to Retire This Year

Finance chief says he will "pursue other life goals" after the "nonstop adrenaline rush" of Tesla.
By Katie Kuehner-Hebert | June 10, 2015
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Pension Reforms Worsening Income Gap
Retirement Plans

Pension Reforms Worsening Income Gap

Study highlights negative effects of conversion of defined-benefit plans into defined-contribution plans.
By Katie Kuehner-Hebert | May 18, 2015
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Workers Want More Retirement Help From Employers
Workplace Issues

Workers Want More Retirement Help From Employers

A Northern Trust survey shows disconnect as plan sponsors indicate reluctance to provide a "stronger guiding hand."
By Matthew Heller | May 13, 2015
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