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Weekday news and analysis for retirement plan advisers
Monday, April 15, 2024
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Data & Research
Inflation Woes Persist for Would-Be Savers
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Allianz Life, Equitable and MassMutual all report persistent financial stress on Americans due to inflation.   
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Retirement Industry People Moves – 4/12/24
Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at Concurrent; and more.
Today’s Most Read
1. DOL Files to Pause Appeal of Fiduciary Rule
2. Income Target-Funds Reach $22B in Assets in 2024
3. Answering Questions About SECURE 2.0 Catch-Up Provisions
Evaluating HSA Providers
HSAs are on the rise, but advisers and plan sponsors must take care when selecting vendors.
Corporate DB Plan Funding Status Continues To Rise
Strong equity markets and stable interest rates have contributed to boosting funding surpluses. 
DEI Efforts Help Industry Serve Shifting Demographics, Client Needs
Experts say diverse teams can help improve client service and business needs.
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