Weekday news and analysis for retirement plan advisers

Wednesday, May 29, 2024 Exclusives | Awards | Research | Events

Data & Research Addressing Changing Attitudes Toward Retirement Planning Today’s savers are preparing for retirement differently from their parents and grandparents, Nationwide finds. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

9 Insurance Trade Groups File Suit Against DOL’s New Fiduciary Proposal The firms filed a suit in Texas court seeking to undue the Retirement Security Rule aiming to rework the definition of what constitutes fiduciary advice for retirement investing.

Today’s Most Read 1. Investors Concerned About the Big, Beautiful Bill's Section 899 2. Gen Z, Millennials Redefining the Future of Work 3. Senate GOP Releases Tax Plan, With Some Key Changes From House Version

Retirement Industry People Moves – 5/24/24 Hopkins elevated to chief wealth officer at WSFS; Abrdn CEO steps down as asset manager searches for a replacement; Principal taps a content head for retirement and income solutions; and more.

Packaging Co. Hit with Excessive Fee Suit on $1.2B 401(k) Plaintiffs allege Sonoco’s plan committee did not regularly put out requests for proposal to recordkeepers to reduce plan fees for participants.

‘Isolated’ Error by Merrill Exposes Some Walmart 401(k) Data The inadvertent email error surfaced Social Security numbers of some Walmart participants; no misuse is expected, and Merrill is providing them with identity theft protection services.

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