Weekday news and analysis for retirement plan advisers

Tuesday, May 07, 2024 Exclusives | Awards | Research | Events

Data & Research 401(k) Trading Rose in April Alight’s 401(k) index found participant’s gravitating toward bonds. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

IRS Clarifies SECURE 2.0 W-2 Changes Roth contributions, natural disasters and de minimis incentives could require tax reporting changes.

Today’s Most Read 1. Retirement Expert Says Social Security Not ‘Going Bankrupt’ 2. Wealthspire Combines 5 Businesses Under Single Platform 3. IBM Faces ERISA Case Over TDF Performance

Advisory M&A News – 5/6/24 Sanctuary Wealth announces acquisition of Tru Independence; MAI Capital Management adds Harbor Wealth Management; Avantax acquires Integrated Tax & Wealth Strategies’ wealth management business.

Social Security Funds Gain Additional Year in Forecasting A strong job market and wage growth helps extend forecast for both funds when compared to last year.

Advisers Giving Back: Petros Koumantaros A retirement plan consultant and his family start a sustainable cancer research and support fund in his father’s name.

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