Weekday news and analysis for retirement plan advisers

Friday, December 06, 2024 Exclusives | Awards | Research | Events

Client Service How to Assess Workforce Priorities Amid Regulatory and Economic Shifts Experts at a WTW panel recommended employers remain adaptable to workplace demands. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Empower to Offer Income Products From Allianz, Putnam and TIAA The country’s second-largest recordkeeper adds more annuity retirement income products, including its first on-platform fixed-index annuity.

Today’s Most Read 1. Retirement Expert Says Social Security Not ‘Going Bankrupt’ 2. Wealthspire Combines 5 Businesses Under Single Platform 3. IBM Faces ERISA Case Over TDF Performance

Auto-Portability Reaches 2.2M Fidelity Participants in Attempt to Limit Cash-Outs The firm’s Q3 report also found average 401(k) and 403(b) account balances at record levels.

Product and Service Launches – 12/5/24 Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors; Payroll Integrations automates SECURE 2.0 compliance; and more.

Retail Investing AUM Will Likely Slow in Next 5 Years, But Sales Will Rebound A forecast from ISS Market Intelligence shows overall retail investment assets down in the next five years, but with product shifts helping to combat years of fee compression.

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