Weekday news and analysis for retirement plan advisers
Monday, December 16, 2024
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RIAs Face Talent Crunch, Schwab Reports
Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.
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ERISA Advisory Council Approves 3 New QDIA Recommendations
The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers.
Today’s Most Read
1.
401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24
2.
Transamerica Introduces New Logo
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John Hancock Retirement Announces Partnership With Vestwell
UnitedHealth Group Settles 401(k) Fund Complaint for $69 Million
If the agreement is approved, participants will receive payments after UnitedHealth did not replace underperforming Wells Fargo funds.
Retirement Industry People Moves – 12/13/24
Franklin creates division, gives new roles to retirement leads; Borzi, Iwry, Kasiarz win EBRI’s lifetime achievement award; Beacon Pointe names retirement plan consultant; and more.
2025 Retirement Plan Adviser of the Year Nomination Period Is Open
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