Weekday news and analysis for retirement plan advisers

Monday, January 08, 2024 Exclusives | Awards | Research | Events

Nomination Period Open for 2024 Plan Sponsor of the Year Awards Please take a moment to nominate a client or exemplary plan sponsor for PLANSPONSOR’s 2024 Plan Sponsor of the Year Awards. Sponsors of all plan types and sizes will be recognized. The nomination deadline is January 15. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Older Workers Often Skeptical of Professional Retirement Advice, AARP Finds Among those older than 50, 41% of people prefer to handle retirement planning in-house, and almost all agree advisers should work solely in clients’ best interest.

Today’s Most Read 1. JPMorgan Faces 401(k) Forfeiture Lawsuit 2. Trump Names Acting Secretary for Department of Labor 3. TIAA and Nuveen's Target-Date Annuity Strategies Reach 1 Million Accounts

How SECURE 2.0’s Automatic Features Apply to MEPs, PEPs The IRS provided clarification about ‘grandfathered’ plans, and the DOL announced Form 5500 updates that include Schedule DCG.

Retirement Industry People Moves – 1/5/23 2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial Engines appoints Hanley as chief marketing officer; and more.

4 Ways Baby Boomer Business Owners Are Retiring Differently Capitaliz founder Craig West provides insights to plan advisers on how to manage clients’—or their own—business exits in an age of longevity.

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