Weekday news and analysis for retirement plan advisers

Wednesday, February 28, 2024 Exclusives | Awards | Research | Events

Client Service Why 529 Accounts’ Evolution Makes Them Stronger Tools for Advisers 529 accounts not used for education can now be put into Roth IRAs, further strengthening the offering as an employee benefit. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Fidelity 401(k) Millionaire Totals Rebound in Q4 2023 The total number of 401(k) accounts exceeding $1 million at Fidelity increased in last year’s final quarter.

Today’s Most Read 1. Potential Implementation Delays Face Social Security Fairness Act 2. Is SECURE 3.0 on the Horizon? 3. Will Trump DOL Move Away From Biden Independent Contractor Classification Rule?

Voya Creates Team Focused on Managed Accounts The specialist group will work to increase managed account participant usage and distribution across Voya platforms.

Julie Su Faces 2nd Nomination Process to Head DOL After her April 2023 nomination expired at the end of the year, President Joe Biden re-nominated the former California secretary of labor.

FlexPATH, Wood Group Beat TDF-Selection-Based Lawsuit A 401(k) complaint alleging fiduciary imprudence was rebutted in a 70-page review of the committee’s selection and review process.

2024 PA Webinar: Retirement and Wealth Convergence T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.

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