Special Coverage: 2024 Year in Review
In December, we review the year that was and look ahead to what’s to come in 2025 in plan advisement, the retirement sector and markets.
DOL’s Khawar, Among Architects of New Retirement Fiduciary Rule, To Step Down
The career EBSA official who had been appointed by Biden to principal deputy assistant secretary...
Retirement Industry People Moves – 12/13/24
“Shadow SEC” Group Aims to Shape Discussions on Federal Securities Laws
Know a Retirement Plan Adviser Who Is Working to Make the Industry Better?
If you know an adviser who is doing great work, fill out our short nomination form today for the 2025 Retirement Plan Adviser of the Year awards. The deadline is January 10.
2024 PLANADVISER 360 On Demand
This year's PLANADVISER 360 brought together advisers, thought leaders and plan providers. Watch sessions including CEOs, top advisers, ERISA experts, policymakers and innovators.
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Nuts & Bolts: Solo 401(k)s and SEP IRAs
Nuts & Bolts: Should I do Roth 401(k), Traditional Or Half and Half?
Nuts & Bolts: Form 5500s
PLANADVISER Practice Progress Webinars
2024 Year in Review - Dec. 18
Register to hear from some of the top advisers of 2024 about the year that was. Join us with your questions—and anecdotes—from a year in plan advising.
Industry Intelligence
THOUGHT LEADERSHIP
Enabling Advisers to Scale for Growth
Retirement plan sponsors are expecting more than ever from their advisers. It can be a challenge for advisers to win business in today's increasingly competitive landscape. PLANADVISER spoke with Jason Crane, head of core retirement at Ascensus, about how advisers can demonstrate their value and scale for growth.
Sponsored by Ascensus
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Franklin creates division, gives new roles to retirement leads; Borzi, Iwry, Kasiarz win EBRI’s lifetime...
Collins joins Alerus as retirement sales consultant; Vanguard strategy head to retire; Wagner Law brings...
Hartford Funds names Mackay as head of distribution; Mercer appoints Penner as U.S., Canada career...
AllianceBernstein launches direct indexing investment options; AssetMarket adds TIFIN AI capabilities for advisers; Oppenheimer partners...
Morgan Stanley fund lands $2B in capital commitments; Transamerica managed advice available for contractors PEP;...
Ascensus re-ups with Financial Finesse; Franklin Templeton expands with Bain Capital's Envestnet; and Security Benefit...
Modern Wealth adds $500 million in AUM with 3 acquisitions; Merit Financial Advisors merges with...
Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management;...
Avantax welcomes independent financial adviser; Hexure and Luma expand partnership to offer integrated life insurance...
In the fourth story in this quarter’s PLANADVISER In-Depth, plan advisers discuss the challenges and...
The third story in this quarter’s PLANADVISER In-Depth considers the current state of Social Security.
In the second story in this quarter's PLANADVISER In-Depth series, economists define the state of...