retirement Archives - CFO

Frank D’Amelio to Step Down as Pfizer CFO

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

Boeing CFO Smith to Retire After 10 Years

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

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

Cathy Smith to Step Down as Target CFO

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

Starbucks CFO Stuns Wall Street With Retirement

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

Brad Halverson to Retire as Caterpillar CFO

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

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

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

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

Tonic for Retirement Ills

Retirement Plans

Tonic for Retirement Ills

Balancing benefits costs and outcomes is critical to enterprise success.

By | September 19, 2016

U.S. Household Finances Show Modest Uptick

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

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

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

Tesla Motors CFO Ahuja to Retire This Year

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

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

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