Weekday news and analysis for retirement plan advisers

Friday, August 16, 2024 Exclusives | Awards | Research | Events

Products & Services JP Morgan Launches TDF With Guaranteed Income Annuity The asset manager joins other large financial firms targeting the market for pension-like retirement saving in DC plans. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Product & Service Launches – 8/15/24 SEI launches direct indexing investment strategies; small business retirement plan provider Ubiquity teams with bookkeeping firm Bench Accounting; Franklin Templeton adds equity SMA Models on Orion's Platforms; and more.

Today’s Most Read 1. Retirement Industry Responds to Passage of ‘Big Beautiful Bill’ 2. Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities 3. DOL Submits Request for Information About PEPs to OMB

2024 PLANSPONSOR NQDC Market Survey PLANSPONSOR’s NQDC Survey offers a list of providers, ranked by the number of Section 409A and Section 457 plans they serve, as well as by number of experts on staff.

Participants Have Plan Distribution Options During Hurricane Season With tropical storm season causing extensive damage, it’s a good time to ensure plan participants know they can take out special disaster distributions.

Are District Court Rulings the ‘Final End’ For DOL’s Fiduciary Rule? Two federal courts in Texas halted the DOL’s new fiduciary rule. An appeal is likely, but ERISA experts say Congress may be the next best stop for the DOL.

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