Weekday news and analysis for retirement plan advisers

Thursday, January 04, 2024 Exclusives | Awards | Research | Events

Compliance Fiduciary Proposal Comment Period Ends With More Mixed Feedback The IAA and Morningstar offered conditional support to the Department of Labor’s proposal and the ACLI called for a full withdrawal. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Crossmark’s Doll Projects Long-Predicted Recession to Materialize in 2024 Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

Client Attraction Through Giving 401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules.

SECURE 2.0 Provisions Advisers Need to Know in 2024 Groom Law Group, Chartered, compares current retirement provisions with new ones that take effect in 2024.

Just the Facts Baby boomers hold half of the nation’s wealth.

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