Weekday news and analysis for retirement plan advisers

Monday, December 02, 2024 Exclusives | Awards | Research | Events

Compliance 11 Republican AGs Sue BlackRock, State Street, Vanguard in ESG Case The 11 states, led by Texas, allege the asset managers have been undercutting coal companies and driving up electricity prices. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

MEPs and PEPs in the Pooled Marketplace Although pooled employer plans get most of the headlines, multiple employer plans continue to play an important role in the market.

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

Retirees Prioritize Community and Affordability in Post-Pandemic Housing Choices Transamerica reveals the shifting priorities of retirees, with many relocating for family, finances or a fresh start.

Product and Service Launches – 11/27/24 Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Alera Group deploys TIFIN @Work’s AI-powered platform; Vanguard launches 2 ETFs.

Special Coverage: 2024 Year in Review In December, we review the year that was and look ahead to what’s to come in 2025 in plan advisement, the retirement sector and markets.

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