Weekday news and analysis for retirement plan advisers

Tuesday, January 02, 2024 Exclusives | Awards | Research | Events

Special Coverage: Client Retention January’s special coverage considers best practices in client retention and attraction. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits, Other Features The grab-bag notice also provided guidance on de minimis incentives, distributions for the terminally ill and Roth matching.

Today’s Most Read 1. LPL Terminates CEO Arnold for Violating “Respectful Workplace” Rules 2. LPL’s Arnold Has Settlement Chance as Steinmeier Called Worthy Successor 3. Charles Schwab CEO Walt Bettinger to Retire

American Securities Association Says DOL Acting Secretary Cannot Finalize Fiduciary Proposal The trade organization challenged the DOL’s proposal on several grounds, including that an acting cabinet secretary cannot finalize a rule.

Retirement Industry People Moves – 12/29/23 Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.

Nominate Your 2024 Plan Sponsor of the Year Nominations can be made to PLANSPONSOR by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees and colleagues, or plan sponsors can nominate themselves.

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