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Weekday news and analysis for retirement plan advisers
Monday, January 03, 2022
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From the Magazine
Strength in Diversity
When hiring a new adviser for the firm, the best strategy is to: a) ask one’s personal and business networks for referrals; b) woo talent from a competitor; c) run an ad; d) contact an historically Black college.
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Future Faces
What to consider when creating a succession plan.
Today’s Most Read
1. What the 2024 Election Will Mean for Advisers
2. Crypto Remains Massive Compliance Risk for Retirement Fiduciaries
3. UAW Members Ratify Big 3 Automakers Deal
The Role of Firm ‘Culture’ in an Evolving Industry
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters as much as its financials—but what, exactly, is firm culture?
Lincoln PathBuilder Income Solution Goes Live on SS&C Platform
The firm says there is significant consumer interest in an in-plan investment option that guarantees lifetime income in retirement.
Informational Copies of 2021 Form 5500 Published by DOL
In addition to the Form 5500 informational copies, the IRS has also released the 2021 Form 5500-EZ and related instructions.
Market Mirror Market Mirror Graph

Editor’s note: Market performance data updates will resume in tomorrow morning’s newsletter.

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