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Tuesday, January 28, 2025
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Holistic Planning is Key to Navigating Retirement Income Challenges
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An Ameriprise Financial executive discusses how to navigate the shift from saving for retirement to managing distributions.
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Advisory M&A News – 1/27/25
NFP acquires Tycor Benefit Administrators and expands presence in the Philadelphia area; Wealth Enhancement announces acquisition of VanceGray Wealth Management and Northwest Investment Counselors; Citizens deepens investment in Florida with addition of $700 million advisory team.
Today’s Most Read
1. DOL Files to Pause Appeal of Fiduciary Rule
2. Income Target-Funds Reach $22B in Assets in 2024
3. Answering Questions About SECURE 2.0 Catch-Up Provisions
What Is a Proper Cybersecurity Policy for a Retirement Plan?
Plan fiduciaries should consider third-party audits, multi-factor authentication, cyber insurance and more when developing a written cybersecurity policy.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
TRENDING: JPMorgan Faces 401(k) Forfeiture Lawsuit
The banking giant is the latest company to face litigation over its use of forfeited 401(k) assets.
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