Weekday news and analysis for retirement plan advisers
Friday, November 22, 2024
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SEC Chair Gensler Announces January 20 Departure
Biden appointee Gensler will step down after a ‘robust rulemaking agenda’ as Republican leadership takes over the White House.
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Mercer: Trump, New Congress Will Likely Continue Bipartisan Work to Expand 401(k) Coverage
Mercer’s policy lead says bipartisan work should continue to expand employer-sponsored retirement plan coverage, but tax treatment of such plans may get Republican scrutiny.
Today’s Most Read
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Nearly Half of Retirees Have No Formal Decumulation Strategy
2.
Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO
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401(k)s and the Courts in 2025
TPA Strongpoint Partners Acquires Pension Consultancy Karel-Gordon & Associates
Illinois-based Karel-Gordon works with financial advisers to create qualified retirement plans.
Product & Service Launches – 11/21/24
AllianceBernstein launches direct indexing investment options; AssetMarket adds TIFIN AI capabilities for advisers; Oppenheimer partners with Pontera for client 401(k) management; and more.
PLANADVISER 360 Photo Gallery
Whether you attended, or missed it this year, check out some photos from PLANADVISER 360 last week in Scottsdale, Arizona.
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