Weekday news and analysis for retirement plan advisers
Friday, August 23, 2024
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Insurers Collaborate to Digitize Retirement Income Annuities
The Insured Retirement Institute is leading the charge to improve the wait time for retail annuity sales and exchanges from weeks to days.
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State 401(k) Mandates May Cause ‘Crowd-In’ Effect, Boosting Private Plans
Small employers in states with mandates may gravitate toward private market plans for factors including plan design and the perceived cost of implementing state plans, according to NBER researchers.
Today’s Most Read
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DOL Files to Pause Appeal of Fiduciary Rule
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What to Know About Part-Time Employee Eligibility for Retirement Plans
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2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans
Financial Uncertainty Pushes Americans to Rethink Retirement Plans
As retirement draws nearer for millions of Americans, concerns about post-retirement finances are rising.
Webinar: DCIO and Investment Menu Survey
This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
Speakers Jeffrey Cullen, CEO, Strategic Retirement Planners
Tom Demko, Managing Director, SageView Advisory Group
Derek Fiorenza, COO/CCO, Summit Group Retirement Planners, Inc.
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