Weekday news and analysis for retirement plan advisers
Thursday, March 07, 2024
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$20B Club Plans’ Funded Statuses Declined Slightly in 2023
The drop among the traditional group of 21 companies comes after two years of gains, according to Russell Investments.
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Financial Services Institute, Peers Challenge DOL’s Independent Contractor Rule
The rule would make it much harder to classify workers, including financial advisers, as independent contractors.
Today’s Most Read
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What to Know About Part-Time Employee Eligibility for Retirement Plans
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2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans
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DOL Files to Pause Appeal of Fiduciary Rule
Product Partnerships – 3/6/24
Pontera and AdvisorEngine integration to streamline 401(k) management; Income Lab and PreciseFP announce new integration; Cetera and Wealth Access launch data insights platform.
SEC Approves Rule Requiring Public Companies to Disclose Climate Risk, Emissions
Public companies will have to disclose their climate risks and scope 1 and 2 emissions.
Manage My Wealth, Please
Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.
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