Investment Product & Service Launches – 11/2/23
Vanguard to expand municipal bond ETF lineup; Planswell expands free offering to retirees; John Hancock Investment Management expands ETF lineup;...
News
Maximum Benefit and Contribution Limits Table 2024
Maximum Benefit/Contribution Limits for 2019 through 2024, with a downloadable PDF of limits from 2014 to 2024.
Fidelity Launches CITs With Alternative Investment Exposure
Nation’s largest recordkeeper seeks to bring direct real estate investing to plan participants.
Safeguarding Proposal Remains Unpopular in Investment Industry
The same criticisms of the proposal linger, but the SEC is continuing to push ahead.
US Consumers Cite Credit Card, Medical Debt as Common Culprits Delaying Retirement
30% of pre-retirees said credit card debt is putting post-work plans on hold, according to a new study by ScoreSense,...
Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans
The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
IRS Announces 2024 Contribution Limits
The new limits come with guidance on all the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related...
Adviser Talks: Leah Sylvester Discusses Preparing Plan Sponsors for Audits (Video)
Sylvester, of Shephard Financial, discusses the importance of tracking the plan design decisionmaking process with clients.
Participant Education Requires Innovation, 1-on-1 Coaching in Hybrid Labor Market
PLANADVISER spoke to experts about how they provide financial wellness education to meet the needs of today’s participants.
Participant Goals Show Need for Plan Design Improvements
Many participants want to save more and retire at the traditional age, which will require advisers to help with thoughtful...
Long-Term Participants Create Challenges, Opportunities
Participants are staying longer in 401(k) workplace plans. What does that mean for the future of plan advisement?
DOL Publishes New Adviser Fiduciary Rule for Public Comment
The proposal would make one-time advice for rollovers subject to ERISA.
DOL Proposal Reactions Range From ‘Important Step’ to ‘Out of Touch’
Industry groups in the financial sector pushed back against the proposed amendments to fiduciary standards, while some championed it as...
Total Annuity Sales Jump 11%, Poised to Break Annual Record
Retail annuity sales hit $89.4 billion in Q3, while deferred income annuity sales reached $950 million, according to LIMRA.
Creative Planning Acquires Mesirow’s Retirement Advisory Business
The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.