Weekday news and analysis for retirement plan advisers

Thursday, April 18, 2024 Exclusives | Awards | Research | Events

Practice Management Rebutting 7 Retirement Income Concerns ERISA expert Bonnie Treichel and QPA adviser Matthew Eickman teamed up to consider common objections to in-plan lifetime income options. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Su Defends DOL Budget Request at House Hearing The pending retirement security proposal was not a focus, and only one Congressman asked about it.

Today’s Most Read 1. Transamerica Introduces New Logo 2. John Hancock Retirement Announces Partnership With Vestwell 3. TDFs With Annuity Options Set to Proliferate

Couples Share Financial Trust, Lack Planning New Ameriprise research finds couples share trust and values around retirement goals, but often fail to follow through on planning.

Product Partnerships – 4/17/24 Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to offer 401(k) management.

Fiduciary Training for Female Advisers An initiative led by OneAmerica’s Sandy McCarthy and Broadridge seeks to advance the careers of more women in an industry lacking representation.

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