Weekday news and analysis for retirement plan advisers

Wednesday, December 04, 2024 Exclusives | Awards | Research | Events

Client Service 1 Year in, Portability Services Network Covers 15,000 Retirement Plans According to the network started by Retirement Clearinghouse to transfer ‘stranded’ workplace balances, it has more than 7,800 transactions in process. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Financial Insecurity Weighs Heavily on Gen X Struggling to balance debt, retirement savings and family responsibilities, members of Generation X face myriad financial challenges.

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

Kevin Hassett Announced as Trump’s Pick to Head National Economic Council Hassett is known in the retirement industry for a paper he co-authored that expressed support for creating something similar to the federal Thrift Savings Plan for private sector workers.

WAMCO Names New CEO as Former CIO Faces SEC Fraud Charges Thomas Gahan will now lead Western Asset Management Co., while former CEO James Hirschman becomes chairman.

Help Us Identify the Best Retirement Plan Advisers in the Country! If you work with or know of a great plan adviser or plan adviser team, please help us recognize the best in the business by nominating them for the 2025 PLANADVISER Retirement Plan Adviser of the Year awards before January 10. Nominations are now being accepted in seven categories. Only nominations from plan sponsor clients will be accepted for the Plan Sponsor Service, Plan Participant Service and 403(b) Plan Service categories

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. Retirement Experts: A Better Way To Crack the Retirement Income Nut. Guaranteed income sources can help retirees maximize Social Security benefits.

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