Weekday news and analysis for retirement plan advisers

Friday, February 23, 2024 Exclusives | Awards | Research | Events

Data & Research Asset Managers Should Adopt Holistic View of DC and Retail Markets Asset managers can support defined contribution ‘dabbler’ and 'nonproducer’ advisers in managing their practices, Cerulli recommends. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Advisers Giving Back: Brad Holdhusen and the Father’s Club The Prime Capital Investment Advisors adviser discusses a grassroots organization to promote fathers’ involvement with kids and communities.

Today’s Most Read 1. Trump Names Acting Secretary for Department of Labor 2. JPMorgan Faces 401(k) Forfeiture Lawsuit 3. TIAA and Nuveen's Target-Date Annuity Strategies Reach 1 Million Accounts

Product & Service Launches – 2/22/24 Voya launches new supplemental health benefit to help with out-of-pocket costs; LifeYield releases Annuity Income Layer; and NAGDCA offers enhanced SECURE 2.0 Resource.

401(k) World: Retirement Plan and Wealth Advisement The second story in PLANADVISER In-Depth’s series on the 401(k) market considers the convergence of retirement planning and wealth management—a trend whose outcome is far from written.

The Expansive Reach of the DOL’s Proposed Fiduciary Rule 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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