Weekday news and analysis for retirement plan advisers

Monday, March 25, 2024 Exclusives | Awards | Research | Events

Compliance 4 Bipartisan Bills Would Restrict Investment in China They would ban Chinese securities in index funds and tax gains from them as income. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Industry People Moves - 3/22/24 The Retirement Advantage expands consulting team; Pantheon announces leadership succession plan; Noble appoints Johnson head of global client solutions; and more.

Today’s Most Read 1. Transamerica Introduces New Logo 2. John Hancock Retirement Announces Partnership With Vestwell 3. TDFs With Annuity Options Set to Proliferate

Judge Rules for Molina, flexPATH in ERISA Case The District Court judge cited broad indexes as the appropriate benchmarks for plan TDFs in a ruling expected to be finalized later this month.

In Case You Missed It: 2024 Top Retirement Plan Advisers Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement.

Nuts & Bolts: QDIAs What new advisers need to know about qualified default investment alternatives in retirement plans.

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