Weekday news and analysis for retirement plan advisers

Friday, July 26, 2024 Exclusives | Awards | Research | Events

Compliance Judge Stays DOL’s Retirement Security Rule The preliminary injunction issued in a Texas district court comes with the fiduciary rule scheduled to take effect September 23. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Workers Expect 401(k) to be Main Source of Retirement Income Charles Schwab surveying also found less optimism in Social Security, while separate polling by J.P. Morgan saw more 401(k) confidence from those working with an adviser.

Today’s Most Read 1. Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income 2. A Side Gig Retirement Plan 3. DOL Reconsidering Biden-Era ESG Considerations Rule

Video: Fidelity’s Smith on WIPN’s 15-Year Anniversary PLANADVISER sat down with Fidelity’s Lisa Smith to discuss WIPN’s role in supporting women in the retirement space for almost 15 years.

Vanguard: Auto-Enrollment Has Most Significant Role in Equalizing Savings Access Automatic enrollment ranks highest for promoting savings across racial and ethnic background, but other modern plan design features can also help book savings, according to Vanguard research.

Product & Service Launches – 7/25/24 Interactive Brokers adds retirement planner to portfolio analysis platform; Paychex PEP offering tops $1B in assets; vWise offers AI-generated video creation for participants; and more.

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