Weekday news and analysis for retirement plan advisers

Friday, January 26, 2024 Exclusives | Awards | Research | Events

Client Service Student Loan 401(k) Matching: A Case Study T. Rowe Price and engineering consultancy Kimley-Horn detail the steps that went into offering a student loan match in 2024. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

State Mandates and the Adviser Opportunity Retirement plan fiduciaries and providers can benefit from the influx of state mandates, writes AmericanTCS President Tim Friday.

Today’s Most Read 1. Gen Z, Millennials Redefining the Future of Work 2. Investors Concerned About the Big, Beautiful Bill's Section 899 3. What’s Next for Managed Accounts?

Northwestern Mutual CEO John Schlifske to Retire at End of ‘24 Executive Vice President Tim Gerend will take over the role next year.

Product & Service Launches – 1/25/24 Prudential announces Fidelity-related SimplyIncome annuity solution; Betterment launches small business student loan 401(k) matching program; Corebridge brings multi-year guaranteed annuity to RIAs.

Aon Hit With $1.5M Penalty From SEC The settlement stems from misleading statements made to the Pennsylvania Public School Employees’ Retirement System on its asset performance.

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