Weekday news and analysis for retirement plan advisers

Wednesday, December 18, 2024 Exclusives | Awards | Research | Events

Data & Research Pooled Employer Plans Top $10B in Assets PEPs see growing interest among 401(k) sponsors of various plan asset segments, according to Cerulli. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

BlackRock Makes TDF With Annuity Option Its Plan QDIA BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion of retirement savings.

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

WIPN Names 2025 Board of Directors The 14 new board members will help shape the direction of the group advocating and advancing women in retirement.

Video: Fiduciary Update From Fred Reish ERISA expert Reish gives an update on fiduciary rules for rollovers to an audience of advisers at PLANADVISER 360.

Know a Retirement Plan Adviser Who Is Working to Make the Industry Better? In addition to efforts in client service, the PLANADVISER Retirement Plan Adviser of the Year awards recognize plan advisers who have demonstrated leadership and a commitment to excellence in mentoring junior staff; improving diversity, equity and inclusion in the industry; and encouraging broader plan access via startup, multiple or pooled employer plans. If you know an adviser who is doing great work in one of these areas, fill out our short nomination form today for the 2025 awards. The deadline is January 10.

Industry Intel Roundup Featured Webinars PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. March 12, 2025 Understanding Adviser Value We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients. June 11, 2025 Retirement Plan Advisers of the Year in Conversation 2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions. September 10, 2025 Retirement Income Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions. December 10, 2025 Year in Review Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead. December 18, 2024 Year in Review Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.

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