Weekday news and analysis for retirement plan advisers

Friday, May 31, 2024 Exclusives | Awards | Research | Events

Data & Research Investor Shifts Herald ‘Irreversible Decline’ for Mutual Funds A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund data shows total outflows year-to-date. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

ERIC Lays Out Its IRS, Treasury Priority Areas A letter from the ERISA Industry Committee lays out recommendations for its 2024-2025 Priority Guidance Plan for regulators including retirement and health care benefits.

Today’s Most Read 1. Trump Names Acting Secretary for Department of Labor 2. JPMorgan Faces 401(k) Forfeiture Lawsuit 3. TIAA and Nuveen's Target-Date Annuity Strategies Reach 1 Million Accounts

Product & Service Launches – 5/30/24 MassMutual offers CAIS alternative investment platform to advisers; Pontera and Stifel help 401(k) participants pursue retirement goals; member-based financial planning firm Facet adds estate planning.

Special Coverage: Plan Design Innovation In May’s special coverage series, PLANADVISER considered innovations and tactics for best in class workplace retirement plan design. Catch up with all the stories here.

SEC Considering Modified Version of Much Maligned Predictive Data Analytics Proposal The regulator’s chair noted that withdrawing the proposal is not under consideration.

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