Weekday news and analysis for retirement plan advisers

Monday, February 12, 2024 Exclusives | Awards | Research | Events

Products EFE Sees Managed Account Assets Hit $210B The managed account provider for 45% of the market also notes improved user engagement. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Industry People Moves TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a new CFO; and more.

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

California Further Tightens Restrictions on Non-Compete Clauses Non-compete agreements are now entirely unenforceable in California courts, even if signed outside of the state.

Best Foot Forward Attracting clients through a request for proposals process.

Executive Summary: 2023 PLANADVISER Retirement Plan Adviser Survey Our 2023 Retirement Plan Adviser Survey sheds light on the criteria that advisers put first in fund and recordkeeper selection; reveals what companies advisers most like to work with; and highlights trends that may shape the industry in the years ahead.

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