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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.
Chevron Explained
ERISA expert David Kaleda unpacks the Supreme Court decision that gives the courts more weight in areas that include employee benefits law.
Retirement Industry People Moves – 9/20/24
Fiduciary Trust hires client development lead from Bernstein; Mercer hires one new investment executive, promotes another; ERISA expert Wagner tapped for employee benefit leadership posts; and more.
US Retirement Assets Hit Record $40T
Asset growth is led by an increase in holdings in IRAs and 401(k) plans.
Product and Service Launches – 9/19/24
FinFit partners with Sunny Day Fund to add emergency savings accounts; Equitable enhances flagship retirement solution for K-12 educators; Munich Re launches longevity reinsurance product for US and...
Elections Could Effect Corporate DEI Programs
The polarized political climate is causing corporations to reevaluate their commitment to diversity, equity and inclusion, according to a panel hosted by WIPN.
Vestwell Partners With Commonwealth, FuturePlan to Launch PEP
The new pooled employer plan is called the Gateway 401(k) Plan.
Pontera Partners With Recordkeeper 401GO
The partnership with the recordkeeper comes on the heels of Fidelity warning it would block Pontera’s third-party 401(k) credentialing business model.
Define ‘Crisis’
In the second story in this quarter's PLANADVISER In-Depth series, economists define the state of the U.S. retirement system.
DC Consultant Survey Reveals Stronger Client Opinions on Retirement Income
DC plan consultants say plan sponsors are more likely to have clearer views on retirement income options, according to a T. Rowe Price survey.
Rate Cuts and Retirement Saving
DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement plan investing.
Cybercriminals Pose Threat via Executive Accounts
Executives’ workplace retirement plan accounts provide the authority and access hackers need to attack other databases.
Fidelity to Limit Third-Party Credential-Sharing for 401(k) Access
Fidelity will soon block financial advisers from using third-party fintech services to access clients’ workplace plans.
Morningstar to Change Rating Methodology for Managed Investments
The change will alter about 20% of funds ratings, most of which will be downgrades, according to the firm.
CFP Board Launches Campaign to Attract Young Talent to Financial Planning
Ads targeting younger workers call financial planning “quite possibly the perfect job.”
Americans Brace for Election’s Impact on Retirement Planning
Experts from Wealth Enhancement, summarizing a recent survey, say Americans are still optimistic about retirement in the long run.
Court Grants Genworth Class Certification Appeal
Plaintiffs can appeal class action status granted earlier this month to participants who were invested in BlackRock Inc. target date funds.
2025’s Tax Sunset and DC Plans
The first article in this quarter’s PLANADVISER In-Depth series, which considers the state of retirement in the U.S., looks at the potential for policymakers to look at tax-deferred...