Weekday news and analysis for retirement plan advisers

Tuesday, April 02, 2024 Exclusives | Awards | Research | Events

Client Service Tackling Cumbersome ‘Bac(k)’ Office Tasks Former recordkeeper executive Shane Hanson launches Freedom 360 suite aimed at streamlining retirement services and boosting participant engagement. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Father of the 401(k) Is Planting a New Workplace Savings Idea Ted Benna has designed a new tax-advantaged workplace incentive program in which workers automatically earn ‘grains of wheat’ that can be harvested at a later date.

Today’s Most Read 1. Paychex Acquisition of Paycor Will Expand Client Base 2. Jay Kaduson Joins Voya Financial as CEO of Workplace Solutions 3. Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth

Advisory M&A News – 4/1/24 NFP acquires Get Medical Plans; UBS Financial Advisors announces formation of Stone Harbor Group; Wealth Enhancement Group adds Piermont Wealth Management; and more.

Vanguard Surpasses BlackRock for Top Spot in Asset Management Brand Ranking The Broadridge Fund Brand 50 report shows the influence of brand on third-party fund selection.

SEC Requires Internet Advisers to Be 100% Online In order to register using the internet adviser exception, advisers must provide all their services through a website and not work with clients in person or via phone, according to final SEC rulemaking.

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