Weekday news and analysis for retirement plan advisers

Tuesday, December 24, 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

Editor's Note During the holidays, we’ll be sharing articles from throughout the year. Today, we have a roundup of contributor columns from 2024. You can see next year’s plans on the 2025 PLANADVISER Editorial Calendar.

Today’s Most Read 1. Trump Names Acting Secretary for Department of Labor 2. TIAA and Nuveen's Target-Date Annuity Strategies Reach 1 Million Accounts 3. JPMorgan Faces 401(k) Forfeiture Lawsuit

Correcting 401(k) Auto-Enrollment Failures ERISA experts Fred Reish and Joan Neri answer a question about addressing a plan sponsor client’s error in implementing automatic enrollment.

Creating an Exceptional Onboarding Experience for Your New 401(k) Clients Retirement plan marketing expert Rebecca Hourihan lays out a winning strategy for new client onboarding.

Managing Fiduciary Conflicts in the Age of Convergence ERISA expert David Kaleda discusses what the DOL’s proposed Retirement Security Rule may mean for retirement and wealth management firms.

A Compliant Process for Plan-to-IRA Rollovers Fred Reish and Joan Neri detail how RIAs can comply with current rules while the new DOL fiduciary rule remains in limbo.

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