Weekday news and analysis for retirement plan advisers

Thursday, April 11, 2024 Exclusives | Awards | Research | Events

In Practice 401(k)s to Match the Mission Just Futures has brought to market a value-driven retirement plan investing model it says is especially in demand by nonprofits. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Higher Rates May Not Equal Higher Corporate Pension Returns A defined benefit expert breaks down potential funding shortfalls even amid relatively higher interest rates.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

Starting with the Emotional Side of Finance Adviser-founded Moniwell has a financial engagement solution focused on the big picture for participants—done via text.

Climate Disclosure Rule Could Have Unforeseen Compliance Risks, Lawyers Warn Two attorneys testified to Congress that the final rule could create additional compliance requirements outside the text of the rule.

Industry Players Not Concerned About PLESA Match Abuse The Chamber of Commerce commented to the IRS that their members are not worried about participants contributing to PLESAs solely to get a match.

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