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Weekday news and analysis for retirement plan advisers
Wednesday, July 03, 2024
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Data & Research
Don’t Overlook the Silent-to-Gen X Generational Wealth Transfer
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Hearts & Wallets’ findings counter the idea that the Baby Boomer-to-Millennial wealth transfer should be advisers’ focus.
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Considering the Hot Private Market Space for DC Plans
As new Blackstone financial adviser surveying reiterates the growth in private market investing, can asset managers leverage the moment to champion its inclusion in defined contribution plans?
Today’s Most Read
1. Russell Investments, ICI Join BlackRock, Charles Schwab Among Those Announcing Trump Account Contribution Plans
2. Supreme Court Hears Arguments to Determine How Multiemployer Plans Assess Withdrawal Liability
3. Another Court Sides With Employer in Forfeiture Case
M&A Shows Up As Top Driver of Recordkeeper Swaps in New Study
Poor service quality was another driver of recordkeeper moves, new research from Escalent finds.
BNY Taps Minaya as Global Wealth Head
The former leader of TIAA’s Nuveen asset management division will start in the role on September 3.
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.
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.
Cracking the Retirement Code: Income Replacement Rates
Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement.
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