Weekday news and analysis for retirement plan advisers

Monday, April 29, 2024 Exclusives | Awards | Research | Events

In Practice Retirement Planning for Diverse Populations Experts discuss why taking into account the diversity of participant populations is crucial in evaluating and designing a workplace plan. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Confidence Grows On Higher Wages Wage growth may be helping people feel more confident in retirement savings, but guaranteed income in retirement is still a concern, according to an annual EBRI report.

Today’s Most Read 1. Altruist Includes Tax Planning on AI Platform for Advisers 2. Cerity Partners to Merge with Verus to Expand Investment Capabilities 3. Nuveen Offers to Acquire Schroders for $13.5B

Retirement Industry People Moves – 4/26/24 PCS Retirement hires head of corporate development; Principal names Bhatia asset management arm CEO; Voya adds two MEP-focused roles; and more.

Advisers Giving Back: Lisa Buffington This plan adviser encourages peers to join her in teaching financial education and know-how to students of all backgrounds and interest areas.

Plan Adviser of the Year Finalist Profiles: 403(b) Plan Service Hear from finalists in this category that stand out for their innovation and dedication in the service of 403(b) retirement plan sponsor clients, with a particular focus on the efficient and effective delivery of plan-level support for the special needs of this market.

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