Weekday news and analysis for retirement plan advisers

Thursday, May 30, 2024 Exclusives | Awards | Research | Events

Practice Management Small Business Plan Design in Practice Advisers and recordkeepers discuss plan design for the burgeoning small business 401(k) market. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Recordkeepers and Participants: An Evolving Relationship Recordkeepers are adding services and connection points with participants, which has ripple effects plan advisers should be aware of for their businesses.

Today’s Most Read 1. Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income 2. A Side Gig Retirement Plan 3. DOL Reconsidering Biden-Era ESG Considerations Rule

Product Partnerships – 5/29/24 Slavic401k announces new partnership with TriSpan; Commonwealth expands adviser access to alternative investments with iCapital; FusionIQ Partners with interactive Brokers Canada; and more.

Bechtel Faces 401(k) Suit Over Default Managed Accounts The global engineering firm’s $5.1 billion retirement plan committee is sued for defaulting participants into managed accounts plaintiff alleges did not merit the fees.

Chamber of Commerce, ERIC Plead for Fewer Retirement Plan Disclosures The interest groups agree that most participants do not read nor understand many disclosures related to their retirement benefits.

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