Weekday news and analysis for retirement plan advisers

Tuesday, July 09, 2024 Exclusives | Awards | Research | Events

Compliance ERISA Advisory Council Makes Case for Annuities as Part of QDIA An ERISA Advisory Council hearing explored expanding the use of annuities in default investment offerings. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Advisory M&A News – 7/8/24 Aquiline Capital acquires majority stake in Isio Group; Countiss Wealth Management debuts; Wealth Enhancement Group adds Starfox Financial Services.

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

401GO Releases Mobile App in Push for Small, Individual Plan Market Share Participants with 401GO plans can access their contribution history, investment performance and other resources.

Congress Searches for Ways to Increase Contractor Participation in Plans The American Benefits Council suggested in a reply to Louisiana Senator Bill Cassidy that gig workers can benefit from increased awareness and legal certainty.

Challenges Facing Young Savers Industry experts discuss how to address challenges facing young workers.

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