Weekday news and analysis for retirement plan advisers

Wednesday, January 24, 2024 Exclusives | Awards | Research | Events

Deals & People Franklin Retirement Heads Aim to Double AUM Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's retirement, insurance and 529 business over at least the next five years.  News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

DOL Aims to Streamline PTE Application Process With New Rule The changes are intended to reduce the amount of time needed to finalize prohibited transaction exemptions for plan fiduciaries.

Today’s Most Read 1. Vestwell Adds TIAA Lifetime Income Offering 2. Salesforce Settles 401(k) Suits for $1.35M 3. Alera Group Acquires $24B Advanced Capital Group

Nuts & Bolts: QDIAs What new advisers need to know about qualified default investment alternatives in retirement plans.

Concerns About Scope 3 Disclosure Continue to Haunt SEC Climate Disclosure Proposal A House subcommittee hearing resulted in significant opposition from agricultural interests.

Training New Advisers for Client Retention Newcomers need guidance from seasoned counterparts, but they should also be ready to jump in impromptu.

Industry Intel Roundup Featured Webinars PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. September 24, 2024 DCIO and Investment Menu Survey They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser. December 18, 2024 Year in Review Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising. March 21, 2024 SECURE 2.0 Now SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients. February 8, 2024 Retirement and Wealth Convergence T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar. November 16, 2023 2023 PA Practice Progress Webinar Series: Participants What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.

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