Weekday news and analysis for retirement plan advisers
Wednesday, May 21, 2025
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Bill Allowing CITs in 403(b) Plans Advances in House
Whether non-ERISA 403(b) plans should have access to invest in collective investment trusts was a point of contention during the House Finance Committee meeting.
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Lawsuit Filed Against TIAA Alleging Mismanagement of Employee Retirement Funds
The complaint alleges TIAA breached its fiduciary duties and mismanaged billions of dollars in employee retirement savings by opting for high-cost investment options despite better alternatives.
Today’s Most Read
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Could Managed Accounts Replace TDFs as Plan QDIAs?
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EBSA Nominee Says He Will End 'Regulation by Litigation'
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Industry Access to Managed Account Platforms
Proposals Suggest Redirecting DB Plan Surpluses to Boost Benefits, Raise Revenue
Two proposals from the American Benefits Council suggest ways to redirect some $100 billion in surplus funds from pension funds without terminating retirement plans.
Aon Introduces Health Pricing Tool Amid Rising Costs, Heightened Fiduciary Risks
The product offers insights from public health care pricing data to assist plan sponsors with managing rising costs and reducing fiduciary risks.
Industry Intel Roundup
Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
June 11, 2025
Retirement Plan Advisers of the Year in Conversation
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
Sponsored by Principal
| June 24, 2025
Pension risk: Strategies to help manage market volatility
In recent years, many defined benefit plan sponsors have maintained significant allocations to equity investments, experiencing asset growth. Now, as market volatility threatens funding ratio gains, it’s important to consider strategies to help lock in DB plan funding gains and reduce investment risk. Get perspective and insights from defined benefit leaders as they discuss: • What to consider when implementing or adjusting a liability-driven investing (LDI) strategy • When pension risk transfer (PRT) may be an option • How consolidating services with one provider could help improve risk alignment In a challenging time for pension plan management, you can prepare to de-risk when the timing is right.
September 10, 2025
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
December 10, 2025
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
Sponsored by Commonwealth
| June 10, 2025
The 4-1-1(k): A SECURE 2.0 Provision’s “Grand” Impact on Emergency and Retirement Savings
How big of a difference can $1K make? For retirement plan engagement, the answer could depend on how well RPAs and recordkeepers understand and communicate the relationship between short-term and long-term savings to plan sponsors and their benefit-eligible employees. Under the SECURE 2.0 Act, employees can withdraw up to $1,000 once a year from their traditional 401(k) retirement accounts for self-identified emergencies, without paying the 10% early withdrawal tax. Research and thought leadership from Commonwealth, BlackRock’s Emergency Savings Initiative, Compass Financial Partners, a Marsh & McLennan Agency LLC Company, and Voya Financial sheds light on the wide-ranging needs of employees in a geographically diverse workforce, and how a suite of emergency savings and liquidity options can best serve workers, and where the new provision fits into those options. This webinar will: ● Dive into the impacts of SECURE 2.0’s $1K withdrawal provision on retirement plan engagement ● Share the RPA and recordkeeper's points of view on the implementation and impact of emergency savings benefits ● Provide tangible action steps for attendees to consider adopting a proactive provision promotion approach for their teams All views and opinions expressed by panelists are their own and are not intended to be those of sponsoring or partner organizations.
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