Weekday news and analysis for retirement plan advisers

Friday, July 19, 2024 Exclusives | Awards | Research | Events

Data & Research Facing Delayed Retirement, Many Americans Wish They Had Started Saving Sooner According to new reports from Voya and F&G Annuities & Life, most Americans wish they had started saving for retirement before they turned 25. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Financial Adviser Turnover Steadies After Post-Pandemic Churn A new report by ISS Market Intelligence found adviser turnover reverting to the mean and a continuing trend of advisers going independent.

Today’s Most Read 1. 2025 PLANADVISER Retirement Plan Adviser of the Year 2. Employees Take Action After Financial Wellness Engagement 3. JPMorgan Sued Over Health Plan’s Generic Drug Costs

Product & Service Launches – 7/18/24 Pearl Diver Credit Co. Inc. launches initial public offering; Ocean Park Asset Management announces launch of 1st ETFs; TIAA launches AI platform to deliver lifetime income solutions and services; and more.

IRI Seeks Input on Annuity Data Standardization Group wants ideas on how best to compile relevant data so annuities can be marketed more effectively.

IRS Finalizes 10-Year Rule Annual required minimum distributions will be required for inherited retirement assets, come 2025, with some needing to be fully withdrawn within 10 years.

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