Weekday news and analysis for retirement plan advisers

Monday, May 06, 2024 Exclusives | Awards | Research | Events

Compliance Fiduciary Rule Lawsuit Leans on Prior Court Rebuttal An advocacy group for independent insurance advisers alleges the DOL’s Retirement Security Rule is similar to a proposal struck down by courts in 2018. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

DB and DC Participant Access Update The BLS’ most recent data reports 67% of private workers have access to a defined contribution plan and 15% can use a defined benefit plan.

Today’s Most Read 1. 2025 PLANADVISER Retirement Plan Adviser of the Year 2. Employees Take Action After Financial Wellness Engagement 3. JPMorgan Sued Over Health Plan’s Generic Drug Costs

Retirement Industry People Moves – 5/3/24 PRI hires retirement plan executive; The Standard hires an AI lead; Broadridge names Kirkland to mutual fund regulatory team; and more.

Ubiquity Retirement Rebrands The firm reveals a new logo, updated website as well as enhanced suite of resources.

CITs in 403(b)s, Roth Rollovers, Among Priorities for Government Plans NAGDCA laid out these and other 2024 legislative priorities.

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