Weekday news and analysis for retirement plan advisers

Monday, December 23, 2024 Exclusives | Awards | Research | Events

Compliance DOL’s Khawar, Among Architects of New Retirement Fiduciary Rule, To Step Down The career EBSA official who had been appointed by Biden to principal deputy assistant secretary will be leaving January 20. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Industry People Moves – 12/13/24 Lincoln Financial names an industry veteran as VP of investment distribution and new hires to its retirement plan services team; The Standard names PEP sales director for retirement plans.

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

“Shadow SEC” Group Aims to Shape Discussions on Federal Securities Laws A group of academics created the group to seek the “wisest possible federal securities laws and policies,” and backed Trump’s pick for SEC Chair.

Advisory M&A News – 12/23/24 DeVoe reports 2024 set a record for RIA deal activity; The Cerrado Group adds Tristar Pension Consulting as member firm; NFP acquires Salus Group; and more.

Practice Progress Webinar: 2024 Year In Review Watch 2024’s final PLANADVISER practice progress webinar on demand. Speakers include Barbara Delaney, founder, StoneStreet Benefit Advisors; Derek Fiorenza, co-founder, Summit Group Retirement Planners Inc.; and George Fraser, senior partner at Fraser Group, a division of Benefit Commerce Group, an Alera Group Company.

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