Weekday news and analysis for retirement plan advisers

Monday, August 26, 2024 Exclusives | Awards | Research | Events

Data & Research Passive Products Widen Lead on Active in DC Managed Assets Passively managed assets in defined contribution retirement plans have increased their market share three years in a row, according to ISS Market Intelligence research. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Unpacking New Use of 529s to Invest in Roth IRAs As many parents around the US bring their kids back to college campuses, attorneys unpack 2024 provisions that make 529 accounts more flexible in the long term.

Today’s Most Read 1. PLANADVISER'S 2025 Retirement Plan Adviser of the Year Winners 2. Lawsuit Filed Against TIAA Alleging Mismanagement of Employee Retirement Funds 3. As Longevity Increases, Retirement Planning Struggles to Keep Up

Mercer PEP and DC Group of Plans Hit Combined $3.6B AUM The platform provides 401(k) benefits to more than 70,000 U.S. employees.

Retirement Industry People Moves – 8/23/24 Cetera appoints Mackay president of Cetera Solutions; Vanguard announces Robinson as general counsel; OneDigital welcomes Grier as managing principal; and more.

Product & Service Launches – 8/23/24 Custodia Financial introduces retirement loan protection service to protect against defaults; Prudential enhances its employee well-being solutions; and Lincoln Financial expands care services for beneficiaries.

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