Weekday news and analysis for retirement plan advisers
Wednesday, February 26, 2025
Exclusives
|
Awards
|
Research
|
Events
Compliance
CFP Board Releases Technology Standard Guide for CFPs
The guide should assist CFPs in complying with the duty of care standards outlined in the board’s code of ethics and standards of conduct.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Judge Approves DOL’s Appeal to Pause Fiduciary Rule Litigation
The circuit judge granted a 60-day abeyance in two lawsuits against the DOL over its Retirement Security Rule.
Today’s Most Read
1.
2025 PLANADVISER Top Retirement Plan Advisers
2.
Social Security Administration Changes Process to Prove Identity
3.
Lockheed Martin Sued for In-House Management of 401(k) Plan
Private Equity Dominates Wealth Management M&A Activity
M&A deals with private equity backing have surged over the past decade, according to Fidelity.
Public Pension Plans Reach 5-Year High of 83.1% Funded
The funds returned 9.47% in fiscal 2024, according to a National Conference of Public Employees Retirement System study.
Understanding SECURE 2.0 Student Loan Matching and Educational Benefits
Employers have options to offer student loan benefits to employees and do not need to wait for further IRS guidance to start.
Unsubscribe
|
Manage Subscriptions
|
Contact Us
Copyright ©2025 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022
|
Do Not Sell My Personal Information
|
Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 300, Rockville, MD 20850
