Weekday news and analysis for retirement plan advisers

Monday, May 20, 2024 Exclusives | Awards | Research | Events

Client Service Expanding Retirement Plan Automation Experts at EBRI discussed how automation features for emergency savings and other vehicles can help underserved communities save for retirement. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Principal to Expand ESOP Business Via Acquisition from Ascensus The firm will add 800 plans and more than 165,000 participants to its leading ESOP position in the U.S.

Today’s Most Read 1. Georgia Bill Aims to Create State-Run Retirement Plan 2. Edward Jones Launches Private Client Services for High-Net-Worth Clients 3. TIAA Expands Annuity Availability to Its IRAs

Retirement Industry People Moves – 5/17/24 Mercer promotes Martine Lellis to M&A lead; The Retirement Advantages hires a plan consultant; Empower announces chief compliance officer; and more.

ESOP Appraisal Proposal Expected in Coming Months EBSA has not, however, set a hard deadline for the much-anticipated proposal.

NQDC Complications and Best Practices Experts point out common points of confusion plan administrators and participants should watch out for in nonqualified deferred compensation plans.

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