Deals & People July 26th, 2024 Retirement Industry People Moves – 7/26/24 Hartford Funds adds c-suite executives; Northern Trust names head of product strategy; SEI hires executive vice president; and more.
Compliance July 26th, 2024 Judge Stays DOL’s Retirement Security Rule The preliminary injunction issued in a Texas district court comes with the fiduciary rule scheduled to take effect September 23.
Data & Research July 26th, 2024 Vanguard: Auto-Enrollment Has Most Significant Role in Equalizing Savings Access Automatic enrollment ranks highest for promoting savings across racial and ethnic background, but other modern plan design features can also...
In Practice July 26th, 2024 Video: Fidelity’s Smith on WIPN’s 15-Year Anniversary PLANADVISER sat down with Fidelity’s Lisa Smith to discuss WIPN’s role in supporting women in the retirement space for almost...
Data & Research July 25th, 2024 Workers Expect 401(k) to be Main Source of Retirement Income Charles Schwab surveying also found less optimism in Social Security, while separate polling by J.P. Morgan saw more 401(k) confidence...
Products & Services July 25th, 2024 Product & Service Launches – 7/25/24 Interactive Brokers adds retirement planner to portfolio analysis platform; Paychex PEP offering tops $1B in assets; vWise offers AI-generated video...
Compliance July 25th, 2024 Pennsylvania Judge Rejects Challenge to FTC’s Noncompete Ban The ruling contradicts an injunction a Texas court scheduled to take effect in September.
Data & Research July 25th, 2024 Americans Want Government to Shore Up Social Security Funding Ahead of fall elections, Americans have signaled their commitment to Social Security, but whether politicians listen and act remains uncertain,...
Client Service July 24th, 2024 Wealth Enhancement Group Nearing $5B in Retirement Plan Coverage The wealth and retirement plan advisory is leaning on its holistic plan offerings for current and future advisers.
Client Service July 24th, 2024 PensionPro Announces Partnership With Payroll Integrations to Support TPAs Plus, July Business Services acquires Acuff to strengthen its administration and actuarial services.
Client Service July 24th, 2024 The Scramble to Make the Saver’s Match Work Industry groups, including Pew and the Retirement Clearinghouse, game plan while awaiting a Treasury request for information.
Compliance July 23rd, 2024 Equity Market Rule Changes Might be Overhauled by SEC This Year The SEC indicated in its Spring 2024 agenda that it intends to finalize the market structure rules prior to the...
Client Service July 23rd, 2024 Case Study: Chime’s New Employee Savings Program A customer service call center provider finds Chime’s recently acquired Salt rewards program “accessible,” “sticky” for hourly employees.
Deals & People July 23rd, 2024 Expected Drop in Interest Rates Fuels Wealth Management M&A An Echelon Partners report showed robust activity in mergers and acquisition in Q2.
Data & Research July 23rd, 2024 Small Business “Bullishness” Helping to Drive 401(k) Growth PLANSPONSOR surveying shows some leaders in the new and small plan space booked more 401(k)s in 2023 than the prior...
Compliance July 22nd, 2024 5th Circuit Appeals Court Sends DOL ESG Case Back to Texas Court A challenge to the 2022 Department of Labor ESG rule on 401(k) plan investing returns to a Texas district court...
Compliance July 22nd, 2024 PBGC Single-Employer Insurance Fund Tracking for $71.6B Surplus in 2033 What’s more, the Pension Benefit Guaranty Corporation’s multiemployer fund should remain solvent for at least 40 years.
Compliance July 22nd, 2024 DOL Announces Online Filing for Abandoned 401(k) Plans The online system launches shortly after the DOL amended a rule to include Chapter 7 bankruptcies.
Practice Management July 22nd, 2024 Modern Wealth Surpasses $4B in Less Than 2 Years The RIA formed by partners who broke away from Goldman Sachs is building a workplace retirement plan and wealth advisement...
Products & Services July 22nd, 2024 Raymond James Steps Into ETFs, Adds Mo Sparks as Head of Division An ETF product platform is expected to launch in 2025.