Weekday news and analysis for retirement plan advisers

Monday, January 22, 2024 Exclusives | Awards | Research | Events

Client Service Client Retention Tips from a 401(k) and Wealth Adviser A dual practitioner discusses the importance of combining well organized systems with a personal touch. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Few in ‘Active Generation’ of Americans Have Planned for Their Retirement Pastimes  Only 11% of Americans have planned for post-retirement passions and pastimes, according to Lincoln research.

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

Retirement Industry People Moves Transamerica names Dickinson director of participant engagement; Vestwell bolsters sales team; Voya names Leary to board.

Regulators Seek Comment on ERISA Disclosure Requirements The IRS, PBGC and EBSA are accepting suggestions on how to simplify disclosures to benefit fiduciaries and participants.

DOL Proposes Rule on Auto-Portability The proposal would permit providers to charge fees for auto-portability services.

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