Weekday news and analysis for retirement plan advisers
Wednesday, June 12, 2024
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Data & Research
Why Aren’t Participants Using Financial Wellness Programs?
Cerulli found that most financial wellness solutions are used at a rate of under 20%, with muddled communication and definition of services potentially crimping uptake.
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The ‘Rothification’ of Retirement Plans: Opportunity and Complexity
In-plan Roth contributions have been available for over 20 years, but recent retirement legislation will increase both their use and implementation complications, Groom Law’s David Kaleda explains.
Today’s Most Read
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Will Trump DOL Move Away From Biden Independent Contractor Classification Rule?
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Department of Labor Secretary Nominee Gets Confirmation Hearing Date
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What to Know About Part-Time Employee Eligibility for Retirement Plans
Should the CPI-E Be Used for Social Security?
Using the consumer price index for the elderly for cost-of-living adjustments would likely result in higher Social Security benefits.
Marsh McLennan's Mercer to Acquire UK-based Retirement Plan Consultant
Mercer parent Marsh McLennan will expand its international retirement footprint with purchase of Cardano.
Why Roth? Benefits for Plans and Participants
After many years of availability, many employers now offer a Roth 401(k) as part of their plan design—which will make coming mandates easier to manage.
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.
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