Weekday news and analysis for retirement plan advisers

Friday, May 24, 2024 Exclusives | Awards | Research | Events

Products & Services Financial Wellness Moves From “Nice to Have” to Table Stakes In the second installment of this quarter's PLANADVISER In-Depth, advisers discuss the crucial role financial wellness programs play both for clients and growing their participant connections. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Why Emergency Savings May Be Staying Out of Plan PLESAs are tax-privileged and can auto-enroll, but their out-of-plan alternative are currently more popular to many plan sponsors due to simplicity, according to industry players.

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

Plan Sponsors Seeking Advisers with SECURE 2.0 Know-how Many plan sponsors are in search of advisers and consultants who can help guide them through SECURE 2.0, UBS finds.

Product and Service Launches – 5/23/24 Ameritas launches pooled employer plan for nonprofit organizations; Flex Benefits introduces insurance solution; Stash announced new workplace benefit StashWorks; and more.

DOL’s Hauser ‘Comfortable’ New Fiduciary Rule Addresses Prior 5th Circuit Rebuttal The official made the comments to a legal association a few days after the FACC filed a motion to pause the rule while litigation on its earlier lawsuit plays out.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850