Weekday news and analysis for retirement plan advisers

Monday, June 10, 2024 Exclusives | Awards | Research | Events

Products & Services Vetting of QDIAs Is Crucial as Options Proliferate Fiduciaries must have a strong process to determine the best qualified default investment alternative for their plan’s participants, said a panel at the PLANSPONSOR National Conference. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

What to Know About Qualified Student Loan Payment Matching While the IRS has provided guidance on the new provision, there is still clarification needed, according to an expert.

Today’s Most Read 1. DOL Completes Proposed Rule on Alternative Investments in DC Plans 2. ESOPs Are No Longer Enforcement Priority for DOL 3. Empower Adds Blackstone as Alternative Investment Fund Manager

Retirement Industry People Moves – 6/7/24 CFP Board appoints managing directors; Royal Bank taps Sanya as CEO of U.S. asset management; Aon names Reese CFO; and more.

AT&T Files Motion to Dismiss Lawsuits Related to Athene Deal The telecommunications firm says allegations of fiduciary breach are misplaced and should sit with its independent fiduciary SSGA.

Counting on Roth Federal retirement legislation is in part looking to Roth 401(k) savings to help pay for related incentives—but uptake may be incremental due to administrative and participant stumbling blocks.

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