Weekday news and analysis for retirement plan advisers

Monday, March 04, 2024 Exclusives | Awards | Research | Events

Client Service Fiduciary Responsibility: 3(38) Services Set to Increase Plan sponsors are gravitating toward 3(38) investment managers, letting advisers take the wheel, according to a CAPTRUST senior plan adviser. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

IRA Assets Climb to $13T, With Rollovers Fueling Growth The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead of the workplace.

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

Retirement Industry People Moves – 3/1/24 SageView names Cowell director of participant education and engagement; The Standard appoints Maixner to national accounts sales director for retirement sales; Hub makes Scott head of employee benefits for national market; and more.

‘Exploding Market’ for 401(k)s May Help Shrink Coverage Gap SECURE 2.0, state mandates, PEPs and engaged financial advisers can all help boost qualified plan offerings, according to providers.

IAA and CFA Institute Conducting Survey on Marketing Rule Compliance The survey seeks to collect data on compliance practices.

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