Weekday news and analysis for retirement plan advisers

Friday, February 09, 2024 Exclusives | Awards | Research | Events

Client Service Fidelity, Voya Report Workplace Plan Growth Firms highlight retirement plan, participant count growth in Q4 and full year reporting. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Past Proposals to Tax Qualified Retirement Plans Have Never Gotten Far Industry has always organized to defeat even marginal changes to the tax-preferred status of DC plans.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

Product & Service Launches – 2/8/24 SEI signs on as trustee to Pictet collective investment trusts; Voya officially launches dual QDIA; and Standard Insurance Company bolsters stable value products; and more.

New SEC Rule Will Require Major Liquidity Providers to Register as Dealers The targets of the rule likely include major hedge funds trading in government securities as buyers and sellers.

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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