Weekday news and analysis for retirement plan advisers

Wednesday, January 10, 2024 Exclusives | Awards | Research | Events

Deals & People T. Rowe Price Announces Retirement Strategy Team The investment manager and retirement recordkeeper made the announcement as it highlights retirement saving trends, including personalization and diversification. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Biden Re-Nominates Julie Su as Secretary of Labor Although the nomination made it out of committee in March 2023, it has not been brought to a vote of the full Senate.

Today’s Most Read 1. Fidelity Data Breach Exposed Info of 77,000 Clients 2. Who Is Most at Risk for Retirement Savings Shortfall? 3. 401(k) Traders Shifting to Fixed Income

401(k) Litigation Continues At ‘Fever Pitch’ Euclid Fiduciary’s litigation summary shows a dip in lawsuits in 2023, but signs of an uptick this year.

DOL Finalizes New Independent Contractor Rule The rule is expected to make it harder for workers to be classified as independent contractors, an issue for some financial advisers who would prefer to keep the designation.

FINRA Annual Report Highlights Crypto, Cybersecurity, Reg BI The industry regulator provided areas of focus for the year ahead to member firms.

Industry Intel Roundup Featured Webinars PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. Sponsored by Allianz Life Insurance | October 24, 2024 Portability in Practice: Navigating Guaranteed Lifetime Income Options This webinar will explore the intricacies of portability as it relates to in-plan guaranteed lifetime income products, such as annuities. It will delve into participant preferences, product design considerations, and limitations that can impact true portability. It will also look at how portability impacts the participant experience and strategies that can be employed to maintain engagement throughout various scenarios. Join Jessica Drake, Head of Operations, Employer Markets and Troy Sande, Head of Integrations and Experience, Employer Markets at Allianz Life Insurance Company of North America (Allianz) to discover strategies that can be used to address these challenges and help ensure a seamless experience across the retirement ecosystem. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company. This content does not apply in the state of New York. Allianz Life Insurance Company of North America is not affiliated with PLANADVISER Magazine. For institutional use only- not for use with the public. December 18, 2024 Year in Review Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising. September 24, 2024 DCIO and Investment Menu Survey They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser. March 21, 2024 SECURE 2.0 Now SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients. February 8, 2024 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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