Weekday news and analysis for retirement plan advisers

Thursday, April 04, 2024 Exclusives | Awards | Research | Events

Client Service 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. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

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. ERISA Settlements Provided $68 per Plaintiff in 2025 2. TDFs Increase Retirement Confidence 3. Census Data Shows Severe Lack of Retirement Savings Among Employees

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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