Weekday news and analysis for retirement plan advisers

Friday, August 30, 2024 Exclusives | Awards | Research | Events

Compliance SPARK Meeting Addresses Roth Catch-Up Preparedness Committee lays out recordkeeper and payroll provider workflow for the pending SECURE 2.0 Roth catch-up mandates. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Enhancing Client Engagement and Scalability Within Your Retirement Plan Business A 401(k) advisory marketing specialist discusses Days 61-90—and beyond—for creating a successful practice.

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

Mutual Fund Managers ‘Dodge Bullet’ on Swing Pricing The SEC decided not to move ahead with what the mutual fund industry had argued would be a costly proposal to manage market volatility.

Product and Services Launches – 8/28/24 AI Risk partners with Fynancial to bring AI to wealth management; YCharts announces holdings integration with Broadridge’s wealth aggregation platform; Moss Adams launches AI business services; and more.

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.

Editor’s note: We will not be issuing a newsletter on Monday, September 2, for the Labor Day holiday.

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