Weekday news and analysis for retirement plan advisers

Thursday, March 21, 2024 Exclusives | Awards | Research | Events

Client Service Empower Announces Suite of Guaranteed Income Solutions For Retirement Plans Empower plans to distribute the four new offerings through advisers and consultants. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Frequent Contact, Plan Knowledge Can Help Advisers Earn Business A YCharts survey studied how to attract and retain new clients, noting respondents’ preference for extensive communication.

Today’s Most Read 1. Supreme Court to Review Intel 401(k) Case 2. ESOPs Are No Longer Enforcement Priority for DOL 3. Bill to Restrict ESG Investment in 401(k) Accounts Passes House

Managing Fiduciary Conflicts in the Age of Convergence ERISA expert David Kaleda discusses what the DOL’s proposed Retirement Security Rule may mean for retirement and wealth management firms.

GOP Proposes Bills to Require Longer SEC Comment Periods, Overturn Private Funds Adviser Rule Introduced in the House of Representatives, a bill to invalidate the private funds adviser rule would be unlikely to pass the Senate.

Financial Advisers Push to Manage 401(k) Assets As demand increases for more holistic financial planning services, firms are looking to expand the market of financial advisers managing 401(k) assets.

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