Weekday news and analysis for retirement plan advisers

Thursday, May 02, 2024 Exclusives | Awards | Research | Events

Data & Research Reading the Stress Barometer BrightPlan finds employees, especially Gen Z, are anxious about their financial situation as employers seek solutions. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Unsolicited and Implied Rollovers Under the New Fiduciary Rule Experts parse how a retirement participant’s path to making a rollover will be viewed under the final Retirement Security Rule.

Today’s Most Read 1. Paychex Acquisition of Paycor Will Expand Client Base 2. Jay Kaduson Joins Voya Financial as CEO of Workplace Solutions 3. Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth

Transamerica Appoints Jamie Ohl to Lead Retirement and Insurance Solutions Separately, World Insurance Associates names Ken Bond chief corporate development officer leading M&A across units including Pensionmark’s retirement and wealth services.

Product Partnerships – 5/1/24 Broadridge adds 2 solutions to Salesforce AppExchange; CAPTRUST selects CAIS to centralize alternative investments; StratiFi announces strategic partnership with Altruist.

Ascensus Taps 3 Regional Sales Heads The retirement and tax-advantaged services provider follows recent restructuring with new retirement sales leads.

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