Weekday news and analysis for retirement plan advisers

Friday, December 13, 2024 Exclusives | Awards | Research | Events

Compliance Preparing for Next Round of SECURE 2.0 Provisions More sweeping provisions will become active in January. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

5 Marketing Tips for 401(k) Advisers in 2025 Rebecca Hourihan recommends New Year’s resolutions for plan advisers.

Today’s Most Read 1. 401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24 2. Transamerica Introduces New Logo 3. John Hancock Retirement Announces Partnership With Vestwell

Product & Service Launches – 12/12/24 J.P. Morgan partners with CAIS to allow advisers access to alternative investments; Pontera partners with Independent Advisor Alliance; and AllianceBernstein launches two active buffer ETFs.

2024 PLANADVISER 360 On Demand This year’s PLANADVISER 360 brought together industry leaders in the retirement plan advisory space. Click here to watch sessions including CEOs, top advisers, ERISA experts, policymakers and innovators.

401(k)s and the Courts in 2025 Plan forfeiture court decisions, Loper Bright’s use and potential DOL guidance shifts are all on the table, according to ERISA experts.

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