Weekday news and analysis for retirement plan advisers

Wednesday, February 14, 2024 Exclusives | Awards | Research | Events

Data & Research Financial Advisers Less Optimistic Than Clients on Retirement Readiness Among those nearing retirement, 47% are as likely to use advisement services linked to their workplace plan as they are outside offerings, according to Allspring’s annual retirement survey. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

LPL Financial to Add $100B Atria Wealth Solutions LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close the deal in the second half of 2024.

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

How AI Will Change the Retirement Industry, and How It Won’t A PensionPro executive explains that while AI will make third-party retirement administrators more efficient and effective, human advisers and administrators will still need to steer the ship.

Best Practices for Cybersecurity Protection Experts discuss what cybersecurity risks exist and optimal practices for protecting assets.

Watch: Trends in Retirement and Wealth Convergence Our first PLANADVISER practice management webinar of 2024 focused on the retirement and wealth convergence. Hear from: Peter Campagna, Partner, Wise Rhino Group Craig Reid, President and National Practice Leader of Retirement & Wealth, Marsh McLennan Agency, a subsidiary of Marsh Jania Stout, Senior Vice President, OneDigital, Retirement Services

Industry Intel Roundup Featured Webinars PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars 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. March 12, 2025 Understanding Adviser Value We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients. June 11, 2025 Retirement Plan Advisers of the Year in Conversation 2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions. September 10, 2025 Retirement Income Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions. December 10, 2025 Year in Review Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead. December 18, 2024 Year in Review Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.

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