Weekday news and analysis for retirement plan advisers

Tuesday, June 18, 2024 Exclusives | Awards | Research | Events

Products & Services Future Capital Launches Digital 401(k) Asset Management Tool The RIA, specializing in syncing financial advisers to 401(k) assets, launches a digital platform for advisers to manage held-away accounts. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Taking a ‘Startup’ Job at a Legacy Insurer Ben Thomason discusses why working in the in-plan guaranteed income space is akin to roles he’s held at startups.

Today’s Most Read 1. A New Age for PEPs 2. TIAA, Vanguard to Offer Target-Date Lifetime Income CIT Series 3. Market-Based Cash Balance Plans Increasingly Seen as Lifetime Income Solution

Advisory M&A News – 6/17/24 Summit Financial adds SRM Private Wealth; Cetera Financial Group welcomes North Ridge Wealth Planning; Adam Udy Group opens office in Southwest Las Vegas.

Mutual Funds Maintain Lead in DC Adviser-Sold Market DC adviser-sold plans recorded strong sales overall in Q1 2024, according to ISS Market Intelligence.

Everything You Need to Know About Pro-Rata Rules A review of the IRS and plan rules that can affect how participants can draw down their pre- and post-tax retirement accounts.

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