Weekday news and analysis for retirement plan advisers

Monday, August 12, 2024 Exclusives | Awards | Research | Events

Data & Research CITs ‘Inch Past’ Mutual Funds to Become Lead Target-Date Investment Vehicle June 2024 data from Morningstar show collective investment trust target-dates make up about 50.5% of TDF assets. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

DOL to Launch Revamped Federal Benefits Website The department is ‘centralizing’ government benefits such as Social Security and disaster relief at USA.gov.

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

Retirement Industry People Moves – 8/12/24 Prime Capital Financial appoints new regional wealth management lead; CFP Board names new managing director; John Hancock adds 2 trustees to its funds board.

Major 401(k) Litigators Are ‘Back in Action,’ With More Entering the Fray After a lull in filings last year, 2024 is seeing an uptick, including from law firms not previously active in 401(k) litigation.

Book Today: PLANADVISER 360 Some of the country’s top retirement plan advisers are attending PLANADVISER’s annual conference in Scottsdale, Arizona, November 10-13. Are you? Book your spot today.

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