Data & Research November 1st, 2023 Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Compliance November 1st, 2023 IRS Announces 2024 Contribution Limits The new limits come with guidance on all the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related...
In Practice November 1st, 2023 Adviser Talks: Leah Sylvester Discusses Preparing Plan Sponsors for Audits (Video) Sylvester, of Shephard Financial, discusses the importance of tracking the plan design decisionmaking process with clients.
Practice Management November 1st, 2023 Participant Education Requires Innovation, 1-on-1 Coaching in Hybrid Labor Market PLANADVISER spoke to experts about how they provide financial wellness education to meet the needs of today’s participants.
Data & Research November 1st, 2023 Participant Goals Show Need for Plan Design Improvements Many participants want to save more and retire at the traditional age, which will require advisers to help with thoughtful...
Practice Management November 1st, 2023 Long-Term Participants Create Challenges, Opportunities Participants are staying longer in 401(k) workplace plans. What does that mean for the future of plan advisement?
Compliance October 31st, 2023 DOL Publishes New Adviser Fiduciary Rule for Public Comment The proposal would make one-time advice for rollovers subject to ERISA.
October 31st, 2023 DOL Proposal Reactions Range From ‘Important Step’ to ‘Out of Touch’ Industry groups in the financial sector pushed back against the proposed amendments to fiduciary standards, while some championed it as...
Data & Research October 31st, 2023 Total Annuity Sales Jump 11%, Poised to Break Annual Record Retail annuity sales hit $89.4 billion in Q3, while deferred income annuity sales reached $950 million, according to LIMRA.
Deals & People October 31st, 2023 Creative Planning Acquires Mesirow’s Retirement Advisory Business The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.
October 31st, 2023 DOL Proposal Would Subject Rollovers, Annuity Sales to ERISA The proposal seeks to tackle conflicts of interest in both areas, as well as advice given to plans on investment...
Data & Research October 30th, 2023 Auto Features in Private Sector Plans Could Influence Public Plan Design Private sector automatic escalation has become commonplace and could incentivize the public sector to do the same, MissionSquare reports.
Deals & People October 30th, 2023 Significant Benefit Increases Expected from Tentative UAW Deals United Auto Workers are likely to see significant increases to employer 401(k) contributions and pension plan payouts, despite not having...
Deals & People October 30th, 2023 Advisory M&A News – 10/30/23 CAPTRUST adds $1B wealth advisory in Indiana; NewEdge Advisers adds Florida-based adviser serving individuals and small businesses; Kestra builds up...
Data & Research October 27th, 2023 HSAs Still Have Room for Improvement, Morningstar Reports Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use...
October 27th, 2023 Q3 Reports Show Growth for Retirement Sector Providers Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.
Deals & People October 27th, 2023 Retirement Industry People Moves – 10/27/23 NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as...
Compliance October 27th, 2023 State AGs Appeal Dismissal of Suit Challenging DOL’s ESG Rule The Department of Labor’s defense continues on two tracks, one in Wisconsin, and 2another in the 5th Circuit.
Products October 27th, 2023 Vanguard Target Date Retirement Fund Series Turns 20 The low-cost investment vehicle has come to dominate retirement plan savings, but industry voices are calling for more personalization.
In Practice October 27th, 2023 Security Benefit COO: There’s Potential for Advisers to Work More With Women A benefits expert shares barriers that affect women’s decisions to create a financial plan or find an adviser.