Weekday news and analysis for retirement plan advisers
Thursday, April 04, 2024
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Definiti Launches Adviser-Focused Program
The third-party administrator announced a program for account managers to work with ‘elite’ advisers on retirement plan books of business.
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DOL Extends Time for SECURE 2.0 Reporting, Disclosure Comments
The DOL’s EBSA will take public comments for an additional 30 days.
Today’s Most Read
1.
Will Trump DOL Move Away From Biden Independent Contractor Classification Rule?
2.
Department of Labor Secretary Nominee Gets Confirmation Hearing Date
3.
What to Know About Part-Time Employee Eligibility for Retirement Plans
Alera Group Leaning Into Small Market, Startup Plan Creation
The retirement advisory announced enhancements to its PEP with the Standard, along with a small market partnership with Vestwell and Franklin Templeton.
Product Partnerships – 4/3/24
AdvisorEngine, Franklin Templeton unveil wealth management platform; Elements partners with XYPN to enhance financial planning; Luma Financial Technologies announces collaboration with BNY Mellon’s Pershing; and more.
DoorDash Pilots Portable Benefits Savings Program for Pennsylvania Dashers
The test program, which includes a retirement savings option, will run from April through September.
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