Compliance April 24th, 2023 Proposed Bill Would Allow CITs in 403(b) Plans 403(b) plan advisers may have their patience rewarded with a potential bill to allow CITs is on the table.
Deals & People April 24th, 2023 Advisory M&A Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.
Perspectives April 24th, 2023 Ric Edelman Expects Living Past Age 100 to Force Major Savings Mindset Change The expert suggested reevaluating the 60/40 portfolio and investing in exponential technology.
The Markets April 24th, 2023 TDF Asset Growth Off to Good Start in ‘23, Still Below Record ‘21 American Funds and Vanguard captured the most new TDF inflows in the year’s first quarter.
In Practice April 23rd, 2023 As SECURE 2.0 Changes Loom, Plan Sponsors Need Prep, Advice SECURE 2.0 gives advisers ample opportunity to connect with plan sponsors to ensure they are ready for both mandatory and...
In Practice April 23rd, 2023 The Business Case for Offering HSAs Panelists at the 2023 PLANADVISER/PLANSPONSOR HSA Conference discuss the business benefits of offering health savings accounts.
In Practice April 21st, 2023 Is the HSA a Health or a Retirement Savings Benefit? Panelists at the PLANADVISER/PLANSPONSOR HSA Conference discussed how to position the HSA to get the most out of the benefit...
Compliance April 21st, 2023 Execution Quality Disclosure, Tick-Size SEC Proposals Enjoy Industry Support Mandatory auctions and Reg BE are considerably less popular.
Deals & People April 21st, 2023 Retirement Industry People Moves Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.
In Practice April 21st, 2023 Tax Advantages to Look Out for in HSAs Experts at the PLANADVISER/PLANSPONSOR 2023 HSA Conference pointed out many similarities between HSA contributions and 401(k) plan contributions.
Compliance April 20th, 2023 SEC Updates Guidance on Adviser Investment Obligations The latest guidance adds teeth to initial Regulation Best Interest, passed in 2019.
Products April 20th, 2023 Investment Product and Service Launches MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.
In Practice April 20th, 2023 Mandatory Retirement Not Serving Economy, According to Panel on Longevity The current economy needs older workers, according to speakers at a conference on longevity with Thrive Global's Arianna Huffington.
Compliance April 20th, 2023 Acting Labor Secretary Su Says SECURE 2.0 Guidance Coming in “Timely Manner” Committee to consider Su's confirmation to replace Marty Walsh, who left the DOL in February.
Compliance April 20th, 2023 At House Committee, SEC Swing Pricing Proposal Comes Under Fire Gensler defended the SEC’s recent proposals on subjects such as climate disclosure and swing pricing.
Products April 20th, 2023 MetLife, Savi Launch Student Debt Management App for Public Sector Workers Participants can use MetLife’s financial wellness platform to gauge eligibility for student loan forgiveness programs.
Data & Research April 19th, 2023 American Benefits Council Selects Thiele as Chair of Policy Board of Directors Fred Thiele of Microsoft will replace Tracy Watts of Mercer for the 2023-2024 term.
Deals & People April 19th, 2023 Hightower Advisory Fairport Wealth Names Matt Logar CEO Fairport, which has acquired four advisories since joining Hightower in 2017, promotes Logar to succeed Ken Coleman.
Products April 19th, 2023 State Street, Annexus Retirement Solutions Release TDF With Retirement Income Annuity Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.
Deals & People April 19th, 2023 Marketer Snappy Kraken, Morningstar Launch Adviser Tool for Personalized Content The Snappy Kraken Morningstar Wealth Edition gives advisers access to Morningstar research to share with clients.