Weekday news and analysis for retirement plan advisers

Thursday, July 11, 2024 Exclusives | Awards | Research | Events

Data & Research Gen X, With Retirement “Around the Corner,” Not Confident in Income Replacement Three distinct reports agree Gen X needs financial guidance via the workplace—with participants valuing transparency and honest dealing. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Prime Capital Rebrands Qualified Plan Advisers Division Prime Capital Retirement will be part of Prime Capital Financial in a wider rebrand.

Today’s Most Read 1. Transamerica Introduces New Logo 2. John Hancock Retirement Announces Partnership With Vestwell 3. TDFs With Annuity Options Set to Proliferate

Pensionmark is Now World Investment Advisors The rebrand of the retirement plan and wealth advisory division is meant to strengthen alignment with parent company World Insurance Associates.

House Committee Advances Bill to Vacate Retirement Security Rule The vote passed the House Education and Workforce Committee, but no vote has yet been scheduled for the full House.

Swing Pricing, Predictive Analytics, Safeguarding SEC Proposals to be Re-Proposed The SEC aims to try again with its rules on predictive analytics and safeguarding by year’s end and for swing pricing in 2025.

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