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6 Steps to Help Participants Safeguard DC Assets
McKinsey cybersecurity experts give tactics to protect against scammers.
Goldman Sachs Identifies ‘Financial Grit,’ Planning as Keys to Improving Retirement Savings
Its survey found that working Americans saw improvements in their finances and retirement savings this year, but many remain worried that competing priorities could derail retirement plans.
How Employee Resource Groups Can Make Financial Wellness More Approachable
Speakers at a webinar co-hosted by EBRI shared how the smaller cohorts can lead to more tailored financial wellness programs and increased engagement.
NACC Launches PEP Solution for Cannabis Industry
Also, California Corporate Retirement Services announces a PEP to plan sponsor clients.
Product & Service Launches – 9/26/24
Altruist launches digital fixed-income trading for RIAs; BlackRock taps Vestmark for custom model portfolio partnership; and Alight adds firms offering mental health, fertility support to partner network.
How to Contribute Amid Retirement ‘Challenges’
In the fourth story in this quarter’s PLANADVISER In-Depth, plan advisers discuss the challenges and opportunities they see in the U.S. retirement system.
Sponsored by MetLife
Interest Grows in Finding New Uses for Stable Value
MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles...
Sponsored by MetLife
GOP Bill Introduced in Senate to Permit CITs in 403(b) Plans
The latest bill is one of several pending measures that aim to allow 403(b) plans to invest using the cheaper investment vehicle.
Rate Cuts Changing DC Investing Landscape
Experts at a PLANADVISER webinar highlighted the effects of interest rate cuts on stable value and money market funds.
Staffing an RIA to Serve Small, Midsize Plans
An adviser leverages a strong back office, technology and careful selection of providers to serve an ‘underserved’ plan market.
Young Plan Participants Expect to Rely on Personal Retirement Accounts
Millennial 401(k) participants do not believe they can count on Social Security or guaranteed income sources.
‘Expanding ESOPs’ Coalition Aims to Increase Awareness
The new group intends to improve wealth-building opportunities for American workers.
California Federal Court Dismisses Thermo Fisher 401(k) Forfeiture Lawsuit
A Thermo Fisher 401(k) plan participant accused the company and its pension committee of violating ERISA by using forfeited funds to offset future contributions, but the district court...
SEC Charges 12 Financial Firms for Recordkeeping Failures
The firms will pay a total of $88.2 million in civil penalties.
Social Security: Beyond the Headlines
The third story in this quarter’s PLANADVISER In-Depth considers the current state of Social Security.
Empower Acquires Equity Compensation Platform OptionTrax
The deal expands Empower’s services into equity compensation administration and management.
College for Financial Planning Launches Accredited Investment Fiduciary Training Program
Fi360, a Broadridge Company, selected the College as the official education provider.
DOL Will Appeal Stay on Fiduciary Rule
The Department of Labor will ask the 5th Circuit to reinstate the fiduciary rule after it was blocked by two federal courts in Texas.
Advisory M&A News – 9/23/24
True North Advisors announces acquisition of Clear Rock Advisors; Kestra Financial welcomes SZC Financial Planning & Management; Ty J. Young Wealth Management acquires financial practice of John Jaboor.
Cybersecurity Insurance Considerations
Expert Steve Taylor gives his views on cybersecurity insurance, as breaches proliferate in financial services.