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Weekday news and analysis for retirement plan advisers
Wednesday, April 17, 2024
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Deals & People
Ascensus to Acquire Vanguard’s Individual 401(k) Business
PAPS-041624-Ascensus-Snags-Vanguard-Small-Plan-Biz-1313256900-web
Vanguard to shed its individual 401(k), Multi-SEP, and SIMPLE IRA Plans.
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Practice Management
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Compliance
DOL Asks Plan Administrators to Provide Participant Data for Lost and Found
The missing participant database requires plans to voluntarily turn over participant data to the DOL.
Today’s Most Read
1. What to Know About Part-Time Employee Eligibility for Retirement Plans
2. 2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans
3. DOL Files to Pause Appeal of Fiduciary Rule
Three Plan Advisers on the Convergence
Three top advisers discuss the present and future of retirement plan advisement and wealth management.
HSAs: Holistic Education and Targeted Outreach
Advisers and plan sponsors should embrace holistic financial wellness and targeted outreach when engaging participants about health savings plans.
WIPN Connects Women in Retirement Sector With Male Sponsors
The retirement group launched an ally program after finding that active connections and recommendations had a bigger impact on women’s career advancement than ‘mentorship.’
Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
March 12, 2025
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
June 11, 2025
Retirement Plan Advisers of the Year in Conversation
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
September 10, 2025
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
December 10, 2025
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
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