Weekday news and analysis for retirement plan advisers

Friday, February 16, 2024 Exclusives | Awards | Research | Events

Client Service Empower Reports Year-Over-Year Growth in Workplace, Wealth CEO Ed Murphy says the firm is on the lookout for wealth-related acquisitions and notes 500 employees were hired into the division in 2023. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Smaller Accounts, Insurance Product Impact Debated at Hearing on Fiduciary Proposal Witnesses called to testify at a House hearing disputed whether small balances would still be served under the retirement security proposal and whether annuities are more stringently regulated.

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

Product & Service Launches – 2/15/24 CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital announces tool designed to build stronger portfolios.

EBRI Appoints New Leaders to Board of Trustees Sandy McCarthy of One America will chair the executive committee, and Lisa Margeson of Bank of America will chair the research committee.

Managed Account Services What advisers need to know.

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