Weekday news and analysis for retirement plan advisers

Thursday, February 22, 2024 Exclusives | Awards | Research | Events

Products Hub Launches Retirement Select PEP The new PEP is designed for clients with fewer than 100 employees.   News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

TIAA’s RetirePlus In-Plan Income Option Reaches $30B Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers.

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

Regulation Best Interest and Individual Retirement Accounts Reg BI requires advisers to consider leaving the client’s assets in their original retirement account.

Product Partnerships – 2/21/24 Morningstar Wealth announces addition of SMAs; Orion expands access to Clark Capital’s Navigator Total Wealth Strategies; SUBSCRIBE adds T. Rowe Price and Oak Hill Advisors to client roster.

In Case You Missed It: 2024 Adviser Choice Awards The PLANADVISER Adviser Choice Awards, announced last week, recognize retirement plan specialist advisers’ favored investment and recordkeeping providers.

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