Weekday news and analysis for retirement plan advisers

Wednesday, May 22, 2024 Exclusives | Awards | Research | Events

Practice Management Participant Data and the Race for Ownership This story—the first in a PLANADVISER In-Depth series that focuses on participants—considers the jockeying for data in the retirement industry. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Mariner Begins Market Push as $230B Retirement, Wealth Advisory The head of Mariner’s new institutional retirement division says plan sponsor demand for wealth services was part of the decision for the deal with Mariner Wealth.

Today’s Most Read 1. DOL Files to Pause Appeal of Fiduciary Rule 2. What to Know About Part-Time Employee Eligibility for Retirement Plans 3. 2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans

Institutional Retirement Income Council Names New Executive Director Kevin Crain, the former the head of retirement research at Bank of America, succeeds Michelle Richter-Gordon in the lead role for the council.

T+1 Cycle to Start May 28 Beginning in one week, broker/dealers must settle transactions by the next business day.

Top Advisers Talk Plan Design Advisers navigate auto and personalization options to maximize plan design.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership 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.

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