Weekday news and analysis for retirement plan advisers

Monday, April 08, 2024 Exclusives | Awards | Research | Events

Compliance DOL At Work on Finalizing Definition of Retirement Investment Advice EBSA head Gomez tells NAPA 401(k) Summit audience that the DOL is working on sharper definitions of what constitutes retirement saving recommendations before finalizing the Retirement Security Rule. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

NAPA Head Warns of 401(k) Revenue Grab by Policymakers Plan adviser association kicks off its national conference with discussion of Congressional threats to tax-deferred retirement plans amid 2025 negotiations and federal deficit concerns.

Today’s Most Read 1. 401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24 2. Transamerica Introduces New Logo 3. John Hancock Retirement Announces Partnership With Vestwell

Retirement Industry People Moves – 4/5/24 NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; top adviser DeBello joins CAPTRUST; LeafHouse promotes Hendrix to exec VP of corporate strategy; and more.

LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.

Advisers Giving Back: Rickie Taylor A plan consultant finds himself mentoring a group of young, Black professionals, and now has an open-door policy to try and help others.

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