Weekday news and analysis for retirement plan advisers

Wednesday, April 03, 2024 Exclusives | Awards | Research | Events

Announcing PLANADVISER'S 2024 Vision Awards PLANADVISER is pleased to announce the 2024 Vision Award Winners, celebrating industry leaders who have propelled positive change in retirement saving and security for U.S. workers and retirees. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

'Magic Number' for Retirement Hits All-Time High Northwestern Mutual finds Americans now target $1.46 million for retirement, while a separate Lincoln Financial study shows inflation as consumers’ top concern.

Today’s Most Read 1. Trump Names Acting Secretary for Department of Labor 2. TIAA and Nuveen's Target-Date Annuity Strategies Reach 1 Million Accounts 3. Total Number of Advisers Has Stagnated, Cerulli Reports

OneDigital, Creative Planning Announce Texas Acquisitions Both firms made additions to expand their respective retirement plan and wealth management footprints in the state.

DOL Creates More Ways for QPAMs to Be Disqualified The rule adds kinds of misconduct that could result in disqualification and requires managers to also indemnify their clients if they are disqualified.

Chamber of Commerce, ERIC Ask DOL for Modifications to Auto-Portability Proposal Lobby groups asked the Department of Labor to remove the requirement that plans must appoint an official to monitor portability transactions.

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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