Weekday news and analysis for retirement plan advisers

Tuesday, June 25, 2024 Exclusives | Awards | Research | Events

Data & Research Capital Group Names Top Focus Areas for DC Investment Consultants Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for the next 12 months, according to a Capital Group study. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Plaintiff Lawyers Can Now Use AI To Identify Potential Plan Issues Tech and legal firm Darrow uses AI as a tool for ERISA lawsuit allegations such as underperforming plans, excessive fees.

Today’s Most Read 1. Trump Names Acting Secretary for Department of Labor 2. JPMorgan Faces 401(k) Forfeiture Lawsuit 3. TIAA and Nuveen's Target-Date Annuity Strategies Reach 1 Million Accounts

55-Year-Olds Twice as Likely to Rely on 401(k) Compared to Predecessors The reliance on 401(k)s means retirement industry must turn attention to this group about 10 years from the traditional retirement age.

Advisory M&A News – 6/24/24 Wealth Enhancement Group adds Atlas Fiduciary Financial; Cruz joins Ameriprise Financial; NewEdge Advisors welcomes Stonebridge Financial Partners.

DOL's IB 95-1 Report Calls for Further Review of DB Pension De-Risking The report from the DOL’s EBSA summarized the concerns of some stakeholders, but makes no recommendations of its own.

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