Weekday news and analysis for retirement plan advisers

Monday, November 18, 2024 Exclusives | Awards | Research | Events

Products New AI Retirement Planning Tool Aims to Transform How Americans View Their Futures The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Industry People Moves – 11/15/24 Creative Planning acquires $550M RIA; AARP appoints Minter-Jordan new CEO; American Benefits Council promotes Johnson to president; and more.

Today’s Most Read 1. Federal Appeal of DOL Fiduciary Rule Ends in Circuit Court 2. A New Age for PEPs 3. TIAA, Vanguard to Offer Target-Date Lifetime Income CIT Series

IRS Raises Limit on Tax-Free Charitable Donations From IRAs to $105,000 for 2024 The limit is up from $100,000 in previous years.

Consumer Advocacy Groups Push Back On CIT Use by 403(b)s Six groups are calling on the Senate to reject a proposal to allow 403(b) plans to invest in collective investment trusts.

What Is Driving Plan Startups? Providers credit state mandates and tax incentives, but others point to adviser interest in small plans and more uptake for hourly workers.

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