Weekday news and analysis for retirement plan advisers

Monday, November 25, 2024 Exclusives | Awards | Research | Events

Deals & People Trump Picks Union Supporter for Secretary of Labor President-elect Donald Trump announced his intent to nominate Rep. Lori Chavez-DeRemer, an Oregon Republican, to head the Department of Labor. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Nevada Joins NAIC Best Interest Annuity Rule, Making 48 States Insurance industry groups are championing the move, because the state insurance regulations are one of the arguments against bringing retail annuity sales under ERISA.

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

SEC’s $8.2B in Financial Remedies Highest in History Outgoing SEC Chair Gary Gensler oversaw the highest fines figures for the regulator in 2024, though total enforcement actions were down 26%.

Dalbar Releases Top 10 Plan Participant Websites The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals.

In Case You Missed It: PLANADVISER 360 Coverage Our PLANADVISER 360 conference in Scottsdale, Arizona, ran from November 10 – 13. Find coverage of thought leaders, newsmakers and top advisers at this link.

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