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Weekday news and analysis for retirement plan advisers
Monday, June 13, 2022
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Retirement Industry People Moves
Mercer Advisors makes three acquisitions; retirement and wealth management firm kPlans joins SageView Advisory Group; Prudential hires a global head of digital products; and more.
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Deals & People
Practice Management
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Data & Research
Are Retirement Savings Tax Incentives Leaving the Middle Class Behind?
A new report details how today’s retirement savings structure and tax incentives fail to promote adequate retirement security for the middle class.
Today’s Most Read
1. Many Providers Are Prioritizing Participant Financial Advice in 2023
2. OneDigital Acquires $500M Florida Retirement and Wealth Management Shop
3. A Reminder to Avoid Fraudulent Hardship Withdrawals
Don’t Be Afraid of DOL, IRS Audits
Assuming there is no malfeasance or criminal activity going on, the process of a DOL or IRS audit does not have to be unpleasant, even if minor issues are discovered.
Building Practice Culture: The Next Generation
As an adviser, Janine Moore says those in the next generation must have access to good mentors and peers whom they can trust.
Is It Time to Let Go?
Working with unprofitable clients can be a challenge.
SEC Enforcement Approach Imperiled by 5th Circuit
While the ultimate outcome may be settled by the Supreme Court, the 5th Circuit’s ruling in Jarkesy v. SEC could have major ramifications for the regulator and its approach to punitive enforcement under the Dodd-Frank Act.
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