Client Service February 26th, 2024 Recordkeepers Are Leaning In on Managed Account Offerings Representatives from Fidelity, Vanguard, Empower and Principal discuss their proprietary and partnered managed account offerings and growth.
Deals & People February 23rd, 2024 Retirement Industry People Moves – 2/23/24 Alerus names retirement services officer; FINRA appoints new board members; and T. Rowe board chair Stromberg steps down.
Practice Management February 23rd, 2024 401(k) World: Retirement Plan and Wealth Advisement The second story in PLANADVISER In-Depth’s series on the 401(k) market considers the convergence of retirement planning and wealth management—a...
Client Service February 23rd, 2024 Advisers Giving Back: Brad Holdhusen and the Father’s Club The Prime Capital Investment Advisors adviser discusses a grassroots organization to promote fathers’ involvement with kids and communities.
Data & Research February 23rd, 2024 Asset Managers Should Adopt Holistic View of DC and Retail Markets Asset managers can support defined contribution ‘dabbler’ and 'nonproducer’ advisers in managing their practices, Cerulli recommends.
Products February 22nd, 2024 Product & Service Launches – 2/22/24 Voya launches new supplemental health benefit to help with out-of-pocket costs; LifeYield releases Annuity Income Layer; and NAGDCA offers enhanced...
Products February 22nd, 2024 Hub Launches Retirement Select PEP The new PEP is designed for clients with fewer than 100 employees.
Compliance February 21st, 2024 Regulation Best Interest and Individual Retirement Accounts Reg BI requires advisers to consider leaving the client’s assets in their original retirement account.
Products & Services February 21st, 2024 TIAA’s RetirePlus In-Plan Income Option Reaches $30B Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers.
Products February 21st, 2024 Product Partnerships – 2/21/24 Morningstar Wealth announces addition of SMAs; Orion expands access to Clark Capital’s Navigator Total Wealth Strategies; SUBSCRIBE adds T. Rowe...
Data & Research February 21st, 2024 Encore Fiduciary Finds Inaccurate Fee Benchmarking in 401(k) Litigation Fiduciary expert says the plaintiffs’ use of Form 5500s to measure fees creates erroneous comparisons, and he recommends its new...
Products & Services February 21st, 2024 Startup Salt Labs Seeks to Disrupt Savings Benefits for Hourly Workers Founder Jason Lee, who started DailyPay, has $18 million in seed funding in under one year for a program to...
View Points February 21st, 2024 It’s Time We Stopped Evaluating Managed Accounts From 2006 iJoin’s CEO discusses the evolution and current state of managed accounts.
In Practice February 21st, 2024 401(k) World: The Piggy Bank The first story in a new quarterly series, PLANADVISER In-Depth, considers the tax code that underpins America’s pension system and...
Compliance February 20th, 2024 Industry Asks IRS to Limit Automatic Features in Merged Plans Specifically, commenters request that single-employer plans not required to have automatic features, should retain that status when joining a MEP...
Deals & People February 20th, 2024 Advisory M&A News – 2/20/24 OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes...
Columnists February 20th, 2024 The Expansive Reach of the DOL’s Proposed Fiduciary Rule ERISA experts Fred Reish and Joan Neri answer a question and provide detail on the department's proposed retirement security rule.
Deals & People February 16th, 2024 Retirement Industry People Moves – 2/16/24 Alerus names retirement sales consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.
Compliance February 16th, 2024 TIAA Subsidiary Settles With SEC for $2.2M on IRA Recommendation Charge TIAA-CREF Individual and Institutional Services settled charges of failing to comply with Regulation Best Interest.
Client Service February 16th, 2024 Empower Reports Year-Over-Year Growth in Workplace, Wealth CEO Ed Murphy says the firm is on the lookout for wealth-related acquisitions and notes 500 employees were hired into...