Weekday news and analysis for retirement plan advisers

Monday, November 04, 2024 Exclusives | Awards | Research | Events

Practice Management FINRA Panel: Corporate Inclusion Needs a New Approach Companies often miss the mark on diversity and inclusion when they treat it as a ‘checklist’ item, according to panelists at a diversity leadership summit. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit The announcement provides information on all the cost-of-living adjustments affecting dollar limitations for retirement-related items in the tax year 2025.

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

Retirement Industry People Moves – 10/31/24 Schroders expands US pensions team with Schechter as senior client director; Wagner Law Group adds Schloss; The Standard hires Mulquin as regional vice president; and more.

Setting the Record Straight on CIT Governance, Regulation Jeb Bowlus of Great Gray Trust makes the case that CITs are well-regulated and confer retirement investor protections not present in their SEC-registered mutual fund counterparts.

In Case You Missed It: October Special Coverage on DCIO and Investment Menus See our full package of stories focused on defined contribution investment only and retirement plan investment menus.

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