Weekday news and analysis for retirement plan advisers
Tuesday, February 13, 2024
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EBSA Recovered $1.4B in Retirement, Health Benefits in ’23
Head Lisa Gomez points to education and outreach growth as important outcomes, along with recovered funds and relief.
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Enter Now: PLANADVISER’s 2024 Top Retirement Plan Advisers Listing
This is the last week to apply for a Top Retirement Plan Advisers listing, which recognizes the top advisers in the industry based on quantitative measures such as the number of plans and plan assets under advisement. Advisers will be celebrated at our annual Industry Leader Awards event on May 8 in New York City.
Today’s Most Read
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IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit
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Stout Joins Prime Capital as National Retirement Practice Leader
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State Street Lands Guinness Record for Bell-Ringing Outside Nasdaq
Retirement Security Proposal Addresses ‘Significant Gaps,’ EBSA Official Says
PLANADVISER interviewed Tim Hauser of EBSA on the retirement security proposal.
Advisory M&A News – 2/12/24
Former Goldman wealth adviser creates RIA for business owners; Private Advisor Group adds $120M firm; and CBIZ bolsters tax and accounting services.
Managed Accounts, By the Numbers
PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
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