Weekday news and analysis for retirement plan advisers
Tuesday, June 10, 2025
Exclusives
|
Awards
|
Research
|
Events
In Practice
Could Managed Accounts Replace TDFs as Plan QDIAs?
Despite target-date funds’ ubiquity, there are selected use cases for managed accounts as qualified default investment alternatives.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Ralph Haberli Appointed President of Edelman Financial Engines
In his role, Haberli will oversee the company’s workplace, employee planning and wealth-planning businesses.
Today’s Most Read
1.
Second Lawsuit Filed Against Cigna Over 401(k) Plan Forfeitures
2.
Gen Z, Millennials Redefining the Future of Work
3.
Investors Concerned About the Big, Beautiful Bill's Section 899
Court Narrows Scope of Liberty Mutual Case, But Allows Single Claim to Proceed
In Massachusetts, while a federal judge granted partial summary judgment in favor of Liberty Mutual, an alleged breach of the duty of prudence was allowed to continue.
Nominations Are Open for the 2025 Excellence In Operations Award
The Excellence in Operations recognition is for more senior non-adviser operations staff, the vital personnel of an advisory practice—whether focusing on operations, data, investment analytics, provider management, or some other piece of the business. After all, the Retirement Plan Advisers of the Year and the Top Retirement Plan Advisers don’t get to the top all by themselves! Nominations close this Friday!
WEBINAR: Retirement Plan Advisers of the Year in Conversation
Join us as 2025 Retirement Plan Adviser of the Year finalists and winners talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Register today!
Unsubscribe
|
Manage Subscriptions
|
Contact Us
Copyright ©2025 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022
|
Do Not Sell My Personal Information
|
Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 300, Rockville, MD 20850
