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Tuesday, February 20, 2024
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The Expansive Reach of the DOL’s Proposed Fiduciary Rule
PA-021224-DOL-Fiduciary-Rule-Proposal-1423829810-web
ERISA experts Fred Reish and Joan Neri answer a question and provide detail on the department's proposed retirement security rule.
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Retirement Industry People Moves – 2/16/24
Alerus names retirement sales consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.
Today’s Most Read
1. What to Know About Part-Time Employee Eligibility for Retirement Plans
2. 2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans
3. DOL Files to Pause Appeal of Fiduciary Rule
TIAA Subsidiary Settles With SEC for $2.2M on IRA Recommendation Charge
TIAA-CREF Individual and Institutional Services settled charges of failing to comply with Regulation Best Interest.
Advisory M&A News – 2/20/24
OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes biggest wealth firm deal, boosts AUM to $2B. 
Managed Accounts: Past & Present
The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
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