Weekday news and analysis for retirement plan advisers

Wednesday, November 06, 2024 Exclusives | Awards | Research | Events

Practice Management Industry Watchers Point to Fiduciary Rule, ESG, Markets After Trump Win The employer-sponsored retirement plan industry will be watching for shifts in policy and focus with the return of a Donald Trump-led Republican administration. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Benefits Valued by More Workers Than Last Year EBRI found that more employees value retirement savings’ role in their financial security.

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

Clorox Wins 1st Round in 401(k) Plan Forfeiture Lawsuit A federal judge called the plaintiff’s claims ‘impermissibly broad,’ but gave the plaintiff a chance to submit a revised complaint.

RIA Sector Hits Record M&A Activity in October Meanwhile, private equity dominance continues, according to DeVoe & Co.

Boeing Labor Contract, Including 401(k) Match Boost, Approved by Workers The union approval ends a seven-week strike and will see workers return November 12.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. Retirement Experts: A Better Way To Crack the Retirement Income Nut. Guaranteed income sources can help retirees maximize Social Security benefits.

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