Weekday news and analysis for retirement plan advisers
Tuesday, January 16, 2024
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IRS Addresses Emergency Savings Accounts, Calls for Comment
The notice calls for stakeholders to recommend appropriate enforcement actions to prevent the gaming of employer matches on ESAs.
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CFP Board Approaches 100,000 Certified Professionals
The number of CFP professionals reached an all-time high of 98,875, with 2023 marking the most diverse class to date.
Today’s Most Read
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Morningstar Researchers Weigh In on Hypothetical Federal Retirement Plan
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Principal’s Deanna Strable to Take Over as CEO in 2025
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Principal’s Houston Says Recordkeepers Must Go Beyond Scale, Innovate to Expand Services
TIAA Partners With Hip-Hop Star Wyclef Jean on Track to Spotlight Retirement Gap
All funds from ‘Paper Right’ will go to charity FGI, focused on providing financial literacy to underserved students.
Retirement Industry People Moves 1/12/24
NFP names Greene president of benefits unit; Standard Hires Schaefer for West Coast regional VP for retirement plans; CFP Board appoints Boersen as chair; and more.
A System to Protect Workers’ Retirement Assets Already Exists
The co-founder and head of advisory Francis LLC responds to pushback on the DOL’s fiduciary rule proposals by calling for plan advisers and sponsors to seek conflict-free, flat-fee advice for participants.
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