Weekday news and analysis for retirement plan advisers

Thursday, January 25, 2024 Exclusives | Awards | Research | Events

5 Retirement Industry Trends to Follow This Year An expert from Pentegra talks about developments shaping the retirement landscape, and what advisers may want to do about them. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Fidelity Goes National With 401(k)-to-Income Annuity Offering Fidelity’s Guaranteed Income Direct gives participants the option of converting some or all of their retirement savings into a monthly payout.

Today’s Most Read 1. Transamerica Introduces New Logo 2. John Hancock Retirement Announces Partnership With Vestwell 3. TDFs With Annuity Options Set to Proliferate

SECURE 2.0’s Auto Enrollment, Savers Match Will Bring Most Positive Impact Research from EBRI forecasts the two features will do more for retirement savings than other provisions.

Product Partnerships – 1/24/23 Pontera announces partnership with Commonwealth Financial Network; SELAX Brokerage enhances annuity transaction efficiency with Luma Financial Technologies; Ritholtz Wealth Management and AdvisorEngine partner to usher in Good Advice.

Retirement, Wealth Expected to Continue Convergence in 2024 Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement savers.

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