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Friday, June 28, 2024
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Data & Research
Fidelity Reveals Top 5 Optional Provisions Plan Sponsors Are Most Likely to Adopt
PAPS-062724-Top-5-SECURE-2.0-Priorities-for-Plan-Sponsors-1328300104-web
Survey shows plan sponsors are most likely to adopt increased catch-up contribution limits for participants aged 60 through 63.
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SageView Launches First Pooled Plan Solutions With Transamerica
RIA jumps into the PEP space as the 3(38) investment manager and financial adviser for a couple pooled plan options.
Today’s Most Read
1. Will Trump DOL Move Away From Biden Independent Contractor Classification Rule?
2. Department of Labor Secretary Nominee Gets Confirmation Hearing Date
3. What to Know About Part-Time Employee Eligibility for Retirement Plans
SEC’s ALJ Process Rolled Back by Supreme Court
The court ruled that issuing fines administratively violates the Seventh Amendment.
Product & Service Launches – 6/27/24
John Hancock launches multi asset credit fund with Manulife; Morgan Stanley Wealth adds suite of generative AI tools; Avantis offers a new small cap equity fund; and more.
June Special Coverage: The Rothification of Retirement
Catch up on all of June’s special coverage on the push toward increased Roth use in defined contribution plans. 
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