Weekday news and analysis for retirement plan advisers
Wednesday, May 08, 2024
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Comparing Retirement Income Solutions
Broadridge expert discusses two major types of insurance categories for guaranteed retirement payouts.
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Compliance
What the Fiduciary Rule Means for Investment Menu Advisement
Advisers may have to revisit their menu designs for small businesses, but compliance with this part of the rule is expected to be lighter than others.
Today’s Most Read
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What to Know About Part-Time Employee Eligibility for Retirement Plans
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2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans
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DOL Files to Pause Appeal of Fiduciary Rule
J.P. Morgan Sued For Data Exposure
A new lawsuit alleges J.P. Morgan Chase & Co. lacked adequate protocols to thwart a recent breach, resulting in the exposure of participants' personal data.
Altruist Raises Another $169M As It Competes to Win RIAs
ICONIQ Growth led the Series E funding round, bringing the total funding to more than $450 million.
Rep. Sean Casten: SEC Climate Rule Will Protect Investors from Risk
Many investors are unaware of the climate-related risks that their assets carry, the Congressman argues.
Industry Intel Roundup
Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
March 12, 2025
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
June 11, 2025
Retirement Plan Advisers of the Year in Conversation
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
September 10, 2025
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
December 10, 2025
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
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