Weekday news and analysis for retirement plan advisers

Tuesday, December 31, 2024 Exclusives | Awards | Research | Events

Compliance DOL’s Retirement Savings Lost and Found Database Goes Live The database centralizes information for lost retirement accounts and provides guidance to claim funds. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Plans of the Future Retirement advisers see a future for these plan design innovations.

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 highlight stories from our monthly special coverage series. See our plans for next year on the 2025 PLANADVISER Editorial Calendar.

Counting on Roth Federal retirement legislation is in part looking to Roth 401(k) savings to help pay for related incentives—but uptake may be incremental due to administrative and participant stumbling blocks.

Managed Accounts: Past & Present The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?

TDFs: Set, But Not Forgotten TDFs may be ‘set it and forget it’ investment vehicles, but they continue to evolve to meet plan sponsor needs of low-cost options and further customization.

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