Weekday news and analysis for retirement plan advisers

Friday, December 20, 2024 Exclusives | Awards | Research | Events

Deals & People Concurrent Hires David Montgomery from OneDigital to Head Retirement Plan Division The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a workplace financial plan offering. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Video: Building Advisory Team Culture Panelists discuss how to improve diversity, equity and inclusion in the advisory industry.

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

What to Know About the 10-Year Inherited IRA Rule A tax specialist unpacks the end of the ‘stretch’ IRA brought in by SECURE 2.0.

Product & Service Launches – 12/19/24 Future Capital partners with AssuredPartners Investment Advisors; TPSU reports growth rates for retirement plan fiduciary training in 2024; Pacific Life launches registered index-linked annuity.

Looking for Sponsors of Government DC and DB Plans In addition to corporate and nonprofit defined contribution and defined benefit plan sponsors, the PLANSPONSOR Plan Sponsor of the Year awards recognize the outstanding efforts of sponsors of public/government retirement plans to ensure financial security for employees. If you are or know of a great governmental plan sponsor, fill out our short nomination form today for the 2025 awards. The deadline is December 31.

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