Weekday news and analysis for retirement plan advisers

Thursday, February 01, 2024 Exclusives | Awards | Research | Events

Special Coverage: Managed Accounts February’s special coverage considers managed accounts and where they sit in the ecosystem of personalizing retirement plans. Stay tuned for more stories and viewpoints on this topic through the month. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

How Financial Advisers Can Beat Out Popular ‘Finfluencers’ Advisers should emphasize their value propositions, such as professional competency and duty of care, according to CFA policy center.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

The Standard Names New National Retirement Plan Sales Director Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s recordkeeping business.

Can 403(b)s and CITs Some Day Be Friends? Legislation to permit the pooled investment into 403(b) plans continues to inchworm its way through Congress.

3 Cs Give Many Plan Sponsors Pause on In-Plan Retirement Income A Greenwald study finds plan sponsors often in favor of retirement income, but seeking solves for complexity, cost and choice.

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