Weekday news and analysis for retirement plan advisers

Wednesday, July 24, 2024 Exclusives | Awards | Research | Events

Client Service The Scramble to Make the Saver’s Match Work Industry groups, including Pew and the Retirement Clearinghouse, game plan while awaiting a Treasury request for information. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

PensionPro Announces Partnership With Payroll Integrations to Support TPAs Plus, July Business Services acquires Acuff to strengthen its administration and actuarial services.

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

Case Study: Chime’s New Employee Savings Program A customer service call center provider finds Chime’s recently acquired Salt rewards program “accessible,” “sticky” for hourly employees.

Equity Market Rule Changes Might be Overhauled by SEC This Year The SEC indicated in its Spring 2024 agenda that it intends to finalize the market structure rules prior to the November election.

Trending This Week: 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minimum distributions will be required for inherited retirement assets, come 2025, with some needing to be fully withdrawn within 10 years.

Industry Intel Roundup Featured Webinars PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars 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. June 11, 2025 Retirement Plan Advisers of the Year in Conversation 2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions. September 10, 2025 Retirement Income Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions. December 10, 2025 Year in Review Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead. March 12, 2025 Understanding Adviser Value We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients. December 18, 2024 Year in Review Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.

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