Weekday news and analysis for retirement plan advisers

Monday, July 01, 2024 Exclusives | Awards | Research | Events

Special Coverage: Participant Service July’s special coverage delves into participant service from qualified plan advisers, recordkeepers and other players in the retirement ecosystem. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Industry People Moves – 6/28/24 New York Life Institutional taps Grieco to lead nonqualified compensation distribution; Nationwide appoints Rodriguez to lead institutional sales for retirement; OneDigital promotes Bailey to head Northeast; and more.

Today’s Most Read 1. Emergency Savings Linked to Less 401(k) Loan Use, Stronger Retirement Outcomes 2. DOL Stops Enforcing Biden-Era Independent Contractor Rule 3. 2025 PLANADVISER Adviser Value Survey

Chime Acquires Savings Benefits Startup Salt Labs The Salt Lab team, led by benefits entrepreneur Jason Lee, and the firm’s offering will become a part of Chime.

OneDigital Promotes Bailey to Grow Northeast Emily Bailey will oversee the New York to Maine region with an eye to build on the team’s roughly 400-person footprint.

SPARK To Host Workshops On SECURE 2.0 Implementation SPARK Institute and Vangaurd will host the workshops to focus on collaboration between retirement plan recordkeepers and payroll providers on SECURE 2.0 mandates and provisions.

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