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Friday, February 21, 2025
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CFP Board Launches Hall of Fame
PA-121024-CFP-Board-Record-Number-of-Exam-Takers-2172527094-web
The initiative recognizes those who have advanced financial planning for the benefit of the public.
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Product & Service Launches - 2/20/25
Alera Group expands its wealth management and retirement plan solutions; Berwyn Group launches a death audit solution; J.P. Morgan launches an active ETF; and more. 
Today’s Most Read
1. Georgia Bill Aims to Create State-Run Retirement Plan
2. Edward Jones Launches Private Client Services for High-Net-Worth Clients
3. The Importance of Leveraging Technology to Improve Financial Wellness
Lower Fees Could Drive Greater Managed Account Adoption Among Plan Sponsors

A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

TRENDING: DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
More than two-thirds (69%) of employees and 67% of employers endorse retirement plans as a ‘must-have’ employer benefit, according to Fidelity Investments’ 2025 workplace outlook report.
What to Know About Part-Time Employee Eligibility for Retirement Plans
Effective January 1, the SECURE 2.0 Act makes part-time employees who have met service criteria eligible for employer-sponsored retirement plans.
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