Weekday news and analysis for retirement plan advisers
Friday, January 19, 2024
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CAPTRUST Announces 1st Wealth Acquisition of 2024
The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.
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DOL Brings Clarity to Newly Available Emergency Savings Accounts
The FAQ guidance builds on earlier IRS directives, with a focus on investments and fee structures.
Today’s Most Read
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Nearly Half of Retirees Have No Formal Decumulation Strategy
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Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO
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401(k)s and the Courts in 2025
Product & Service Launches – 1/18/24
Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches fixed-indexed annuity product.
How to Properly Document 2024 Plan Meetings
A retirement plan auditing expert provides a primer for recording minutes accurately and with maximum value for retirement plan committee meetings this year.
Client Retention Today
401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules.
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