Weekday news and analysis for retirement plan advisers

Friday, March 22, 2024 Exclusives | Awards | Research | Events

Data & Research Race, Gender Disparities Still Evident in Retirement Account Balances Even when accounting for salary and tenure, the gap still exists. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Product and Service Launches – 3/21/24 TIAA Distributes Annuity to Empower DC plans; Navia partnership launches custom 401(k) plans; Harford Funds Expands ETFs; and more.

Today’s Most Read 1. Paychex Acquisition of Paycor Will Expand Client Base 2. Jay Kaduson Joins Voya Financial as CEO of Workplace Solutions 3. Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth

People-Savvy How to connect with different personality types.

HSA Balances See Upward Trend, Despite Increase Healthcare Spending Recent EBRI data reveal a rising average in health savings account balances, despite employees frequently using them for short-term spending.

Convergence Is Changing the Adviser Landscape; Let’s Make Sure It’s for the Better Freedom Fiduciaries’ CEO discusses the challenges of a B2B industry shifting to integrate consumers and the model needed to get the transition right.

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