Weekday news and analysis for retirement plan advisers
Tuesday, February 06, 2024
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Inspira Simplifies Structure, Targets More Holistic Market Approach
Inspira Financial,
formerly Millennium Trust, will be doing outreach to plan advisers with a more streamlined structure, executives say.
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EBRI Finds Small Businesses Don’t Know About Start-Up Credits
The research institute also found that some businesses would consider ending their plan and joining a state-run auto-IRA program if available.
Today’s Most Read
1.
Morningstar Researchers Weigh In on Hypothetical Federal Retirement Plan
2.
Principal’s Deanna Strable to Take Over as CEO in 2025
3.
Principal’s Houston Says Recordkeepers Must Go Beyond Scale, Innovate to Expand Services
Advisory M&A News – 2/5/24
Mariner Wealth Adds $104B in Institutional AUA; Heffernan makes Florida acquisition; OneDigital adds WealthSource with advisers in 9 states; and more.
Vanguard Targets ‘Max Savers’ With New Financial Wellness Tool
The firm’s Retirement
Savings Maximizer provides guidance toward additional tax-advantaged options if a saver is projected to hit the maximum elective deferrals in their defined contribution plans.
Are Managed Accounts Good for Less Wealthy Retirees?
Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be able to afford an individual adviser.
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