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Industry Watchers Point to Fiduciary Rule, ESG, Markets After Trump Win
The employer-sponsored retirement plan industry will be watching for shifts in policy and focus with the return of a Donald Trump-led Republican administration.
RIA Sector Hits Record M&A Activity in October
Meanwhile, private equity dominance continues, according to DeVoe & Co.
Clorox Wins 1st Round in 401(k) Plan Forfeiture Lawsuit
A federal judge called the plaintiff’s claims ‘impermissibly broad,’ but gave the plaintiff a chance to submit a revised complaint.
Maximum Benefit and Contribution Limits Table 2025
Maximum Benefit/Contribution Limits for 2020 through 2025, with a downloadable PDF of limits from 2015 to 2025.
Retirement Benefits Valued by More Workers Than Last Year
EBRI found that more employees value retirement savings’ role in their financial security.
Boeing Labor Contract, Including 401(k) Match Boost, Approved by Workers
The union approval ends a seven-week strike and will see workers return November 12.
Implicitly Wrong: Hidden Fees in Retirement Income Solutions
Scott Colangelo of Prime Capital Financial argues that a lack of transparency will hold back the promise of in-DC-plan retirement income investments.
Advisory M&A News – 11/4/24
Kestra Financical adds Wealth Empowerment Financial Strategies; Hightower completes strategic investment in Financial Planning and Information Services; and adviser team with $250 million joins Ameriprise Financial from LPL.
Plan Advisers Say Election ‘Noise’ Worth Addressing With Clients
While retirement investing is for the long term, advisers agree it’s important to proactively discuss this week’s election with clients—even if to pivot to more perennial topics.
CAPTRUST, Alera Group Add New Advisers
Katie Colon joins CAPTRUST in a financial adviser role from OneDigital; Jim Marx joins Alera Group from Edelman Financial Engines.
Setting the Record Straight on CIT Governance, Regulation
Jeb Bowlus of Great Gray Trust makes the case that CITs are well-regulated and confer retirement investor protections not present in their SEC-registered mutual fund counterparts.
FINRA Panel: Corporate Inclusion Needs a New Approach
Companies often miss the mark on diversity and inclusion when they treat it as a ‘checklist’ item, according to panelists at a diversity leadership summit.
Retirement Industry People Moves – 10/31/24
Schroders expands US pensions team with Schechter as senior client director; Wagner Law Group adds Schloss; The Standard hires Mulquin as regional vice president; and more.
IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit
The announcement provides information on all the cost-of-living adjustments affecting dollar limitations for retirement-related items in the tax year 2025.
Tracking the Evolution of PEPs
Pooled employer plans have gained traction in their nearly four years of existence, and their use cases are evolving beyond an initial target of small plan startups.
Finding the Best Fit Between PEPs and State-Run Plans
Experts discuss which small plan solution is most appropriate for different types of businesses.
What Is Driving Plan Startups?
Providers credit state mandates and tax incentives, but others point to adviser interest in small plans and more uptake for hourly workers.
Stout Joins Prime Capital as National Retirement Practice Leader
Prominent plan adviser Jania Stout has left OneDigital to head Prime Capital’s retirement plan practice and financial wellness divisions.
Product & Service Launches – 10/31/24
Principal launches TDFs with ARS in-plan annuity option; Capital Group, KKR debut public-private fixed-income funds; North American and AMS introduce annuity series; and more.
Commonwealth Finds Barriers Hinder Student Investors
Despite strong interest in building wealth, undergraduates encounter obstacles to investing.