Weekday news and analysis for retirement plan advisers

Monday, March 11, 2024 Exclusives | Awards | Research | Events

2024 Retirement Plan Adviser of the Year Finalists Announcing the first round of PLANADVISER Retirement Plan Adviser of the Year finalists for 2024: Closing the Coverage Gap — Micro/Startup Plans Closing the Coverage Gap — MEPs/PEPs Efforts in Diversity, Equity and Inclusion Check back tomorrow for more finalists. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Modern Wealth Adds $1.2B Retirement Plan Advisory The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional capabilities.

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

The Standard Adds Personalized Managed Account Solution The offering comes via partnership with Stadion Money Management and includes the option of an adviser-managed account setup.

Retirement Industry People Moves – 3/8/24 Alerus adds retirement sales consultant; Voya hires sales director; PSC retirement gets new CEO with PE deal; and more.

Biden State of the Union: Cut Junk Fees, Not Social Security President Joe Biden highlighted his administration’s regulations that limit various fees and said the Social Security eligibility age should not be increased.

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