Weekday news and analysis for retirement plan advisers

Tuesday, December 03, 2024 Exclusives | Awards | Research | Events

Data & Research Nearly Half of Retirees Have No Formal Decumulation Strategy A similar 46% say they get minimal to no guidance on decumulation from their employer or 401(k) provider, according to a survey by IRALOGIX. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Cerulli Finds Growing Dominance in Fee-Based Advisory Programs The rise of managed accounts and increase in holistic financial advice is driving the trend.

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

Advisory M&A News – 12/2/24 Avantax welcomes independent financial adviser; Hexure and Luma expand partnership to offer integrated life insurance and annuity solutions; NorthStar Insurance Services joins World Insurance Associates.

Moving Beyond SECURE 2.0 Retirement plan advisers discuss how they’re wrapping up 2024 with clients and preparing for the year ahead.

In Case You Missed It: November Special Coverage Last month, we considered the growth and evolution of the market for MEPs, PEPs and startup retirement plans.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850