Advisers Prioritizing Roth Provisions From SECURE 2.0
According to Escalent research, advisers are more likely to focus on immediate or traditional plan provisions with sponsors.
Tag: Escalent
US Retirement Assets Rise for 4th Straight Quarter Through Q2
Defined contribution plans grew at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research...
Cogent: Advisers Should Lean Into 401(k) Cost-Cutting Conversations
A new Cogent report shows plan sponsors are more likely to direct heightened scrutiny, including cost-cutting, toward their retirement plans.
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated...