Weekday news and analysis for retirement plan advisers

Friday, March 08, 2024 Exclusives | Awards | Research | Events

Practice Management Why Advisers Should Think of Social Security as a Fixed Asset Class A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and to help participants plan appropriately. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

House Approves Measure to Allow CIT Use in 403(b) Plans The amendment is a first step in meeting industry calls to extend the lower-cost investment vehicle beyond 401(k) plans.

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

Prudential, RGA Assume Verizon Pension Obligations of $5.9B The telecom giant announced the pension risk transfer through its purchase of single-premium group annuity contracts covering 56,000 retirees.

Product & Service Launches – 3/7/24 Orion, DPL partner on annuities marketplace for advisers; Morgan Stanley launches private markets transaction desk; Just Futures announces 'values-driven' 401(k) and 403(b) plan offerings; and more.

SEC Unlikely to Abandon Predictive Analytics Proposal, Says Outgoing Division Director William Birdthistle, the Securities and Exchange Commission’s current director of investment management, told an IAA conference the SEC will continue to explore regulating the use of artificial intelligence in finance.

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