Weekday news and analysis for retirement plan advisers

Friday, December 27, 2024 Exclusives | Awards | Research | Events

Deals & People DOL Announces New Appointees to 2025 ERISA Advisory Council Five new members will join the council.  News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Recordkeepers Talk Collaboration, Challenges in Adviser Relationships Recordkeepers on a PLANADVISER 360 panel said relationships work best when advisers know their growth strategy and needs.

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

Editor's Note During the holidays, we’ll be sharing articles from throughout the year. Today, we have coverage from our 2024 PLANADVISER 360 national conference. See our plans for next year at the 2025 PLANADVISER Editorial Calendar.

New AI Retirement Planning Tool Aims to Transform How Americans View Their Futures The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement.

How Advisories Can Build Better, More Inclusive Cultures Panelists at PLANADVISER 360 discussed the importance of diversity and inclusion in creating successful, long-lasting businesses.

Advisers Urged to Enter Health Plan Advising Panelists highlighted concerns with major insurers’ fee practices and control over care pathways.

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