In Practice December 10th, 2024 CFP Board Reports Record CFP Exam Participation in 2024 Among the 10,437 candidates testing this year, 6,763 candidates passed.
Compliance December 10th, 2024 IRS Reminds Retirees to Take RMDs Before Year-End Those aged 73 and older must take their required minimum distribution from defined contribution plans and IRAs.
Data & Research December 10th, 2024 Corporate Pension Funds Near Year-End on Strong Note The major defined benefit consultancies all reported improved funded status in November, as strong markets offset liabilities.
Deals & People December 10th, 2024 LPL Settles With Ex-CEO Arnold for $12M in Stock Options The settlement, reached a little more than two months after he was fired, was about 15% of the total he...
Practice Management December 10th, 2024 Hub Projects Compliance, Due Diligence, Well-Being Will Be Essential to Plan Success in 2025 The employee benefits provider’s annual outlook also anticipates active and passive investment ‘mirroring’ in plans to mitigate risk.
Deals & People December 9th, 2024 Advisory M&A News – 12/9/24 Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory...
Deals & People December 9th, 2024 Vanguard Plans $900B Advice and Wealth Management Division The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.
Data & Research December 9th, 2024 DC Advisers Interested in Retirement Income Solutions, but Still Hesitant Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, according to researchers...
Deals & People December 6th, 2024 Trump Taps Fiserv CEO Frank Bisignano for Social Security Administration Commissioner Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.
Deals & People December 6th, 2024 Retirement Industry People Moves – 12/6/24 Collins joins Alerus as retirement sales consultant; Vanguard strategy head to retire; Wagner Law brings on new employee benefits attorney;...
Deals & People December 6th, 2024 Carson Group President, Financial Planning Head Move On Executive departures signal more reshuffling at the $38 billion advisory.
Compliance December 6th, 2024 Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO The late Brian Thompson and two other executives were accused of dumping stock prior a DOJ antitrust investigation into the...
Client Service December 6th, 2024 How to Assess Workforce Priorities Amid Regulatory and Economic Shifts Experts at a WTW panel recommended employers remain adaptable to workplace demands.
Data & Research December 5th, 2024 Auto-Portability Reaches 2.2M Fidelity Participants in Attempt to Limit Cash-Outs The firm’s Q3 report also found average 401(k) and 403(b) account balances at record levels.
Products December 5th, 2024 Product and Service Launches – 12/5/24 Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors;...