Weekday news and analysis for retirement plan advisers

Tuesday, December 26, 2023 Exclusives | Awards | Research | Events

Compliance SECURE 2.0 Provisions Advisers Need to Know in 2024 Groom Law Group, Chartered, compares current retirement provisions with new ones that take effect in 2024. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Industry People Moves Ascensus and FuturePlan add regional and sector sales heads; InVesti snags sales head from IPX Retirement; EBRI taps Segal executive for board of directors; and more.

Today’s Most Read 1. Second Lawsuit Filed Against Cigna Over 401(k) Plan Forfeitures 2. Does the Emergency Savings Gap Undermine Retirement Security? 3. What’s Next for Managed Accounts?

IRS 2023 Changes List for Pre-Approved Plans Is Out The list contains many SECURE 2.0 provisions, but includes amendments stemming from other laws as well.

Editor's Note During this holiday week, we will be sharing some of the best of PLANADVISER from 2023. Today, we highlight unique research and adviser surveying. You can also see what’s coming next year by checking out our 2024 PLANADVISER Editorial Calendar.

2023 PLANADVISER Adviser Value Survey Plans with advisers receive value beyond advice.

2023 PLANADVISER DCIO Survey Our annual defined contribution investment only marketplace research.

Survey: 73% of Top Advisers Chat In-Plan Annuities With Clients PLANADVISER’s quarterly pulse survey finds the majority of retirement plan advisers “occasionally” discuss in-plan options, but some don’t see the market as viable yet.

Top Retirement Plan Advisers Weigh In on Potential, Pitfalls of SECURE 2.0 PLANADVISER’s top retirement adviser pulse survey finds optimism about the legislation, alongside a healthy dose of questions and advice for policymakers.

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