Weekday news and analysis for retirement plan advisers
Friday, January 05, 2024
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Survey: New Year’s Resolutions From Top Plan Advisers
PLANADVISER’s quarterly survey reveals that retirement plan advisers plan to focus on client prospecting, team building and participant education this year.
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New Form 5500 Released
The new form contains modifications for both SECURE Acts.
Today’s Most Read
1.
Paychex Acquisition of Paycor Will Expand Client Base
2.
Jay Kaduson Joins Voya Financial as CEO of Workplace Solutions
3.
Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth
TIFIN, Franklin Templeton Launch Financial Wellness Solution
Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.
Product & Service Launches - 1/4/23
PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA contributions.
Training New Advisers for Client Retention
Newcomers need guidance from seasoned counterparts, but they should also be ready to jump in impromptu.
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