Weekday news and analysis for retirement plan advisers

Monday, April 01, 2024 Exclusives | Awards | Research | Events

Special Coverage: Diversity, Equity & Inclusion In April’s special coverage series, PLANADVISER speaks with diversity, equity and inclusion experts and considers on-the-ground programs seeking to advance DEI in the financial sector. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Industry People Moves – 3/29/24 Nicolet National Bank brings on new wealth, private client services head; Standard appoints new corporate actuary and chief risk officer; and Equitable names new retirement and investment leaders.

Today’s Most Read 1. More Than Half of Recent Retirees Report Regrets Over How They Saved for Retirement 2. Digital Asset Market Structure Bill Moves Forward Following Senate Committee Vote 3. ERISA Settlements Provided $68 per Plaintiff in 2025

IRA Rollovers Set to Grow, but by How Much? Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be tempered by evolutions in 401(k) plans and adviser practices.

Product & Service Launches – 3/28/24 Guardian Life adds new RILAs; Voyant offers advisers retirement planning analysis for clients; ADP partners with Summer on SECURE 2.0 student loan retirement match; and more.

Cambridge Expects $500,000 Fine for Promised Fee Waiver Failures The firm offered certain fee waivers which were not honored, per a recent regulatory filing.

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