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Friday, April 05, 2024 Exclusives | Awards | Research | Events

Client Service Intellicents' Budd On Financial Planning As the Next Workplace Benefit Intellicents’ recently named retirement services president, Brandon Budd, says the firm is focused on low-cost, participant financial planning services as a key differentiator. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Insurance Group Calls for Public Comment Period on IB 95-1 With the DOL yet to meet a deadline to propose modifications, the ACLI argues changes could put a chill on PRT transactions.

Today’s Most Read 1. Social Security Administration Changes Process to Prove Identity 2. 2025 PLANADVISER Top Retirement Plan Advisers 3. Lockheed Martin Sued for In-House Management of 401(k) Plan

Product & Service Launches – 4/4/24 Voya expands NQDC offering for smaller employers; Fidelity Investments bolsters financial education; IRALogix partners with Benartzi’s PensionPlus; and more.

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.

Nuts & Bolts: Form 5500s What new advisers need to know about the basics of Form 5500s.

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