Weekday news and analysis for retirement plan advisers

Wednesday, July 31, 2024 Exclusives | Awards | Research | Events

In Practice CAPTRUST Tops $1T in Total Assets CEO and Co-Founder Fielding Miller attributes part of growth to being one of the first 401(k) advisories: ‘We didn’t expect this 27 years ago.’ News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Budget Scoring Methods Could Lead to More Complicated Roth Policies More tricky Roth provisions could be inserted into retirement plan legislation, as long as budget incentives continue to drive policy decisions.

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

Morningstar: 45% of Americans Will Run Short of Funds if Retiring at 65 A new retirement savings simulation tool by the financial services firm signals widespread retirement shortage.

Retiree Health Care Costs Continue Rising, Milliman Finds Health status, location and age at retirement all affect how much a retiree can expect to spend on health care costs.

July Special Coverage: Participant Services Catch up on all of July’s special coverage of participant services in workplace retirement plans.

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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