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Weekday news and analysis for retirement plan advisers
Wednesday, July 10, 2024
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J.D. Power Names Top 5 Firms With Highest Financial Adviser Satisfaction Ratings
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Stifel and Commonwealth ranked highest among employee advisers and independent advisers, respectively.
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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. 2026 PLANADVISER Adviser Value Survey
2. BlackRock Trends Report Points to More Retirement Income, Participant Communication
3. Morningstar: Liquidity Top of Mind for Private Assets in DC Plans
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.
Preparing Americans for a Dignified Retirement

The new president of Nationwide Retirement Solutions discusses his strategic vision and the role of advisers.
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