Weekday news and analysis for retirement plan advisers

Friday, June 14, 2024 Exclusives | Awards | Research | Events

Practice Management Strong Plan Committees Have Documentation, Flexibility Experts at the 2024 PLANSPONSOR National Conference note some key tips for running successful retirement plan committees. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Nuveen CEO Minaya Steps Down, President Huffman Takes Role William Huffman will take the CEO role for TIAA’s investment management division.

Today’s Most Read 1. Transamerica Introduces New Logo 2. John Hancock Retirement Announces Partnership With Vestwell 3. TDFs With Annuity Options Set to Proliferate

Nuts & Bolts: Should I do Roth 401(k), Traditional Or Half and Half? In this Nuts & Bolts entry, PLANADVISER unpacks this essential, but often misunderstood area among participants.

Product & Service Launches – 6/13/24 New York Life Investments renames mutual funds; AB launches two actively managed ETFs; Equitable adds to corporate endowment solutions; and more.

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.

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