Weekday news and analysis for retirement plan advisers
Friday, March 07, 2025
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403(b) Plans Have Special Considerations When Complying with SECURE 2.0
Speakers during Wednesday’s PLANSPONSOR Roadmap Livestream session, “Special Considerations for 403(b) Plans,” discussed rules for long-term, part-time employees, the formation of multiple and pooled employer plans, and the likelihood 403(b) plan sponsors will have the option, in the future, of using collective investment trusts.
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The Standard Touts $2 Billion Milestone in PEP Assets
The company entered the PEP market in August 2023 after its acquisition of Securian Financial’s retirement plan recordkeeping business.
Today’s Most Read
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Georgia Bill Aims to Create State-Run Retirement Plan
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Edward Jones Launches Private Client Services for High-Net-Worth Clients
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TIAA Expands Annuity Availability to Its IRAs
Product and Service Launches – 3/6/25
SEI launches an alternative investment product marketplace; Madison Investments launches CITs with SEI; and Zeplyn offers new workflow capabilities for advisers.
Recordkeeper and Adviser Co-Opetition
This month, our special coverage series looks at the industry “coopetition” between recordkeepers and advisers, discussing the opportunities and tensions as each party seeks to deliver value to retirement plan sponsors and participants while maintaining its competitive edge.
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