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Thursday, August 01, 2024 Exclusives | Awards | Research | Events

August Special Coverage: Retirement Plan Litigation This month, we consider topics and trends related to retirement plan litigation and court decisions. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Franklin Templeton, Pacific Life Join In-Plan Lifetime Income Push A new defined contribution managed account offers participants a chance to invest in a deferred fixed-income annuity.

Today’s Most Read 1. Senate GOP Releases Tax Plan, With Some Key Changes From House Version 2. Employer Sues Blue Cross Blue Shield of Michigan for Alleged ERISA Violations 3. Workers Don’t Expect to Succeed in Saving for Retirement

Wealth Manager Carnegie Bolsters Qualified Retirement Plan Team Plan adviser Wendy Eldridge joins from Marcum Wealth to connect wealth and retirement plan practices.

Financial Planning Association Names Carol Anderson Annual Award Winner Founder and VP of Money Quotient named winner of the 2024 P. Kemp Fain, Jr., Award given to a financial industry professional.

Workplace Advice Use Trending Up, But Age, Assets Matter Data from Hearts & Wallets found that more middle-asset, middle-aged households are turning to the workplace for financial guidance, but how widely that spreads is an open question.

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