Weekday news and analysis for retirement plan advisers

Thursday, February 08, 2024 Exclusives | Awards | Research | Events

Data & Research Bank of America Reports 15% Increase in 401(k)s in 2023 The increase came partly from increased contributions, partly from market gains, which was also noted in separate 401(k) investing research from Alight. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Federal IRA Bill Proposed in House of Representatives The proposal received widespread support from the retirement and insurance industries.

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

Payroll Integrations Seeks to Tackle Form 5500 Hassles for TPAs The firm’s TPA Connect is designed to automate year-end Form 5500 compliance testing as a go-between for employers, payroll and recordkeepers.

Product Partnerships – 2/7/24 Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client ‘financial vitals’ with new advisers.

Webinar Series on Fiduciary Duties, Disclosure Requirements to Be Hosted by EBSA in March EBSA is providing the webinar to inform fiduciaries about various duties such as disclosure, PTEs and voluntary corrections.

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