Weekday news and analysis for retirement plan advisers
Tuesday, January 28, 2025
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Holistic Planning is Key to Navigating Retirement Income Challenges
An Ameriprise Financial executive discusse
s
how to navigate the shift from saving
for retirement
to managing distributions.
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Advisory M&A News – 1/27/25
NFP
a
cquires
Tycor Benefit Administrators
and
e
xpand
s
p
resence in the Philadelphia
a
rea
;
Wealth Enhancement
a
nnounces
a
cquisition of
VanceGray
Wealth Management
and
Northwest Investment Counselors
;
Citizens
d
eepens
i
nvestment in Florida with
a
ddition of $700
m
illion
a
dvisory
t
eam
.
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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