Weekday news and analysis for retirement plan advisers

Friday, February 14, 2025 Exclusives | Awards | Research | Events

Compliance Answering Questions About SECURE 2.0 Catch-Up Provisions Speakers at the PLANSPONSOR Roadmap livestream discussed the administrative challenges of implementing the Roth and age 60 to 63 catch-up provisions under SECURE 2.0. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Insurers Seek Private Market Exposure, Take More Risk in Portfolios According to Conning’s annual insurance investment risk survey, insurance investors are far less concerned about inflation than in recent years and are piling into private assets.

Today’s Most Read 1. DOL Completes Proposed Rule on Alternative Investments in DC Plans 2. ‘Hyper-Personalized’ AI Tools Could Add $405M in Retirement AUA by 2034 3. Human Interest Announces Price Match Guarantee

Product and Service Launches – 2/13/25 Zocks partners with Carson Group to accelerate client intelligence; Vestwell unveils emergency savings account offering; Antares launches private credit fund; and more.

Corporate Pensions Continue Funding Surplus Rise in January Many companies with pension funds in surplus are choosing to outsource the investment management of their portfolios or to offload their plan liabilities to insurers.

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