Weekday news and analysis for retirement plan advisers

Wednesday, February 21, 2024 Exclusives | Awards | Research | Events

View Points It’s Time We Stopped Evaluating Managed Accounts From 2006 iJoin’s CEO discusses the evolution and current state of managed accounts. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

401(k) World: The Piggy Bank The first story in a new quarterly series, PLANADVISER In-Depth, considers the tax code that underpins America’s pension system and the challenges and opportunities for its future.

Today’s Most Read 1. Transamerica Introduces New Logo 2. John Hancock Retirement Announces Partnership With Vestwell 3. TDFs With Annuity Options Set to Proliferate

Encore Fiduciary Finds Inaccurate Fee Benchmarking in 401(k) Litigation Fiduciary expert says the plaintiffs’ use of Form 5500s to measure fees creates erroneous comparisons, and he recommends its new study for large plan fiduciary defense.

Startup Salt Labs Seeks to Disrupt Savings Benefits for Hourly Workers Founder Jason Lee, who started DailyPay, has $18 million in seed funding in under one year for a program to disrupt benefits programs such as 401(k)s.

Industry Asks IRS to Limit Automatic Features in Merged Plans Specifically, commenters request that single-employer plans not required to have automatic features, should retain that status when joining a MEP or PEP.

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