Weekday news and analysis for retirement plan advisers

Wednesday, June 05, 2024 Exclusives | Awards | Research | Events

Products & Services Voya Adds Non-Core Fund Investing to Adviser Managed Accounts Advisers can include out-of-plan investment assets such CITs and alternative funds for 401(k) participant account holders. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

ERISA Contributed to DB Plan Decline, Experts Say The replacement has been an undefined system largely managed by individuals, according to experts discussing ERISA 50 years on.

Today’s Most Read 1. DOL Completes Proposed Rule on Alternative Investments in DC Plans 2. ‘Hyper-Personalized’ AI Tools Could Add $405M in Retirement AUA by 2034 3. Human Interest Announces Price Match Guarantee

Ascensus Restructures Sales Team The tax-advantaged savings provider continues retirement division restructurings.

Lawsuit Against TIAA Over Managed Account Service Moves Forward TIAA’s request was denied to dismiss a lawsuit brought against the insurance company for allegedly pushing for participants to use managed accounts in U.S. District Court for the Southern District of New York.

Only 30% of Savers Know About Social Security Shortfall Projections Once aware, 97% agree leaders should strengthen the system for current and future generations.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. Cracking the Retirement Code: Income Replacement Rates Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement.

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