Weekday news and analysis for retirement plan advisers

Wednesday, March 13, 2024 Exclusives | Awards | Research | Events

Retirement Plan Adviser of the Year Finalists Today we announce the final round of our PLANADVISER Retirement Plan Adviser of the Year Finalists for 2024: Plan Participant Service Plan Sponsor Service Congratulations to all of this year’s advisers! Award recipients across all categories will be honored at our Industry Leader Awards celebration in New York City in May. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

OneDigital’s AI Experiment: A ‘Cheppy’ for Everyone The advisory created an artificial intelligence-powered version of a retirement plan adviser to show the technology’s potential—while making it clear human advisers remain the top talent.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

Nepsis Expands Retirement Plan Division With Retirement Plan Specialist Add Trenton Hazen will bring retirement plan expertise to the advisory.

Gensler Defends Predictive Analytics to Skeptical Audience SEC Chairman Gary Gensler addressed the investment community’s concerns anxiety about regulation of predictive data analytics, including artificial intelligence, at IAA’s 2024 Compliance Conference.

New Data Show Women in Same-Sex Marriages Live Longer, Have Greater Retirement Planning Needs J.P. Morgan’s 2024 Guide to Retirement reveals how gender, sexual orientation and relationship status correlate with longevity.

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