Weekday news and analysis for retirement plan advisers

Tuesday, August 27, 2024 Exclusives | Awards | Research | Events

Data & Research In-Plan Annuity Providers Advised to Lean On ‘Pension Nostalgia’ A consumer focus group run by Hearts & Wallets found increased interest for in-plan retirement income annuities—though often for ‘someone else.’ News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Alight Names Dave Guilmette as CEO The vice chair of the board will elevate to CEO so he can ‘hit the ground running,’ according to the firm.

Today’s Most Read 1. Investors Concerned About the Big, Beautiful Bill's Section 899 2. Gen Z, Millennials Redefining the Future of Work 3. Senate GOP Releases Tax Plan, With Some Key Changes From House Version

Advisory M&A News – 8/26/24 Rise Growth Partners Announces first strategic investment in Bleakley Financial Group; Sanctuary welcomes $400 million North Carolina-based TOVA Wealth; DFA Veterans launch Parkwoods Wealth Partners; and more.

The High Price of Discovery in ERISA Class Action An ERISA consultant and expert witness in 401(k) litigation details how advisers can best prepare for potential class action suits.

2024 PLANADVISER DCIO Survey Assets in defined contribution plans keep growing, but so does the scramble for relevant investment solutions as plan sponsors remain focused on low fees.

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