Weekday news and analysis for retirement plan advisers

Thursday, May 09, 2024 Exclusives | Awards | Research | Events

Announcing the 2024 Retirement Plan Adviser of the Year Winners Winners have been named in seven categories for demonstrating leadership and a commitment to excellence in serving retirement plan sponsors and participants. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

IRA to IRA Rollovers Pose Legal Vulnerability for Retirement Security Rule Legal experts with varying perspectives on the rule agree that DOL likely does not have jurisdiction over IRA to IRA rollovers

Today’s Most Read 1. 401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24 2. Transamerica Introduces New Logo 3. John Hancock Retirement Announces Partnership With Vestwell

Stable Value Funds Amid High Interest Rates Money markets may be attractive options in the short term, but stable value funds’ case may be poised to strengthen when rates finally come down.

PTE 2020-02 and Compensation-Related Conflicts PTE 2020-02 does not explicitly ban any adviser practices, but does require reasonable conflict mitigation policies regarding compensation.

Announcing the PLANADVISER Emerging Leaders Recognition Nominations for the inaugural class of Emerging Leaders may be made through June 14.

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