Weekday news and analysis for retirement plan advisers

Wednesday, July 10, 2024 Exclusives | Awards | Research | Events

Client Service J.D. Power Names Top 5 Firms With Highest Financial Adviser Satisfaction Ratings Stifel and Commonwealth ranked highest among employee advisers and independent advisers, respectively. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Vanguard Leans Into DC Adviser Outreach The recordkeeper and asset manager has made recent investments in consultant relationships as a tactic to grow its workplace plan and participant numbers.

Today’s Most Read 1. Social Security Administration Changes Process to Prove Identity 2. 2025 PLANADVISER Top Retirement Plan Advisers 3. Lockheed Martin Sued for In-House Management of 401(k) Plan

NPPG Touts SEC Registration for Administering PEPs Pooled plan provider NPPG advocates for registration if there is 3(38) investment selection responsibility, but a PEP expert argues it is not required.

Participants’ Progress Fresh research shows signs of progress for 401(k) savers, but challenges from lack of access to losing momentum due to job changes still need to further increase participant savings in the U.S.

Nuts & Bolts: Should I do Roth 401(k), Traditional Or Half and Half? In this Nuts & Bolts entry, PLANADVISER unpacks this essential, but often misunderstood area among participants.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.

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