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Weekday news and analysis for retirement plan advisers
Thursday, January 23, 2025
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Total Number of Advisers Has Stagnated, Cerulli Reports
PA-011623-Financial Adviser Shortage
While AUM continues to grow, training, mentorship and succession planning could all help address the headcount stasis.
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Supreme Court Hears Cornell Pleading Standards Case in Oral Arguments
The court examined conflicting lower court rulings to decide if plaintiffs must demonstrate more than just the occurrence of a 'prohibited transaction' to overcome a motion to dismiss.
Today’s Most Read
1. Answering Questions About SECURE 2.0 Catch-Up Provisions
2. Income Target-Funds Reach $22B in Assets in 2024
3. DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
TIAA and Nuveen’s Target-Date Annuity Strategies Reach 1 Million Accounts
The news comes after BlackRock’s announcement last week that its annuity-integrated TDF product has surpassed $16 billion in assets under management.
TRENDING: DOL Proposes Rule to Clarify ‘Adequate Consideration’ for ESOP Transactions
The regulation aims to strengthen protections for employees in stock ownership plans
TDFs With Annuity Options Set to Proliferate
2025 will likely see new entrants offering hybrid annuity TDFs, while existing players will announce more recordkeeper partnerships and asset allocation updates.
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