Weekday news and analysis for retirement plan advisers

Monday, November 11, 2024 Exclusives | Awards | Research | Events

PLANADVISER 360 Kicks Off Today PLANADVISER 360, our national conference, starts up today! Monday’s speakers include Principal CEO Dan Houston, Financial Finesse CEO Liz Davidson and Faegre Drinker Biddle & Reath’s Fred Reish, along with some of the country’s top plan advisers. Check your daily PLANADVISERDash for coverage.   News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Stout Discusses Draw of National Role at Prime Capital Financial Plan adviser Jania Stout explained her transition to head Prime Capital’s retirement and wellness divisions, where her boss said she can be ‘jet fuel’ for the $30 billion advisory.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

BMO Financial Next Up in Plan Forfeiture Legal Complaints BMO received a complaint alleging its plan committee breached ERISA by using forfeited plan assets to benefit the company, not participants.

Retirement Industry People Moves – 11/8/24 Jacques Chappius named president, CEO of PGIM; The Standard promotes Hall to retirement plans actuary role; Schroders taps a new Americas CEO from within; and more.

IRS Provides Flexible Spending Information That Plan Advisers Can Share With Clients With 2025 FSA contribution limits set at $3,300, the IRS reminded taxpayers to leverage flexible spending arrangements.

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