Moving Beyond SECURE 2.0
Retirement plan advisers discuss how they’re wrapping up 2024 with clients and preparing for the year ahead.
News
Economic and Market Outlooks for the Year Ahead
Next year’s outlook emphasizes growth from easing policies, AI and infrastructure.
401(k)s and the Courts in 2025
Plan forfeiture court decisions, Loper Bright’s use and potential DOL guidance shifts are all on the table, according to ERISA...
11 Republican AGs Sue BlackRock, State Street, Vanguard in ESG Case
The 11 states, led by Texas, allege the asset managers have been undercutting coal companies and driving up electricity prices.
MEPs and PEPs in the Pooled Marketplace
Although pooled employer plans get most of the headlines, multiple employer plans continue to play an important role in the...
Retirees Prioritize Community and Affordability in Post-Pandemic Housing Choices
Transamerica reveals the shifting priorities of retirees, with many relocating for family, finances or a fresh start.
Product and Service Launches – 11/27/24
Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Alera Group deploys TIFIN @Work’s AI-powered platform; Vanguard launches 2...
Survey Finds More Parents Willing to Chat With Kids About Finances
More Americans say they want to have ‘money talks’ with their families, according to a Fidelity report.
Video: Lisa Gomez Discusses Her Exit Strategy
The EBSA head discusses the importance of the DOL continuing to do outreach on retirement savings to participants on the...
Deadline Nears for Plan Sponsors to Sign Attestations for Access to Health Plan Data
Employers are responsible for signing attestations to confirm that their health care service providers are not restricting access to plan...
Mapping State Retirement Programs
Georgetown University’s Center for Retirement Initiatives provides a color-coded map of where U.S. state-led retirement programs stand today.
Great Gray Presses Senators to Allow 403(b) Plans to Use CITs
The CIT trust company and two law firms argue against consumer groups seeking to halt a bill that would let...
SEC Charges Former WAMCO co-CIO With Fraud
The SEC alleges Ken Leech engaged in a multi-year scheme to favor some clients over others through a practice known...
Trump’s Labor Secretary Pick Has More Health Than Retirement History
Oregon representative Lori Chavez-DeRemer also comes with pro-labor record that may give pause to Republican Senators.
Cerrado Group Names Theresa Conti Executive Director
Conti has rejoined the organization for third-party administrators following the retirement of Ann Slotwinski.
Advisory M&A News – 11/25/24
Jared Copinga joins Prime Capital Financial; MAG Wealth Management acquires Ovation Wealth Advisors; Summit Financial secures $420M with 3 minority...
DOL Releases Informational Copies of 2024 Form 5500s
The instruction updates include how to report on pension-linked emergency savings accounts.
Trump Picks Union Supporter for Secretary of Labor
President-elect Donald Trump announced his intent to nominate Rep. Lori Chavez-DeRemer, an Oregon Republican, to head the Department of Labor.
Nevada Joins NAIC Best Interest Annuity Rule, Making 48 States
Insurance industry groups are championing the move, because the state insurance regulations are one of the arguments against bringing retail...
SEC’s $8.2B in Financial Remedies Highest in History
Outgoing SEC Chair Gary Gensler oversaw the highest fines figures for the regulator in 2024, though total enforcement actions were...