Weekday news and analysis for retirement plan advisers

Thursday, December 19, 2024 Exclusives | Awards | Research | Events

Compliance Compliance Year in Review David Kaleda, an ERISA expert, reflects on the year that was for plan fiduciaries. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

ESG Goals Still Prevalent in Executive Incentive Plans, WTW Reports Among S&P 500 firms, 77% still included at least one ESG metric in 2024.

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

CAPTRUST Adds Advisories Overseeing $1.97B The RIA ends the year with the acquisition of advisories in Minnesota and Virginia.

RIA Succession Planning Drops to New Low DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories.

Two Weeks Left to Make Plan Sponsor of the Year Nominations! If you are or if you know about a retirement plan sponsor that is going above and beyond to ensure employee financial and retirement security, nominate them today for the 2025 PLANSPONSOR Plan Sponsor of the Year awards. Categories include Government Defined Contribution, Corporate DC, Nonprofit DC, Government Defined Benefit, Corporate or Nonprofit DB, Total Retirement Offering, Other DC Plans.

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