Weekday news and analysis for retirement plan advisers

Tuesday, October 15, 2024 Exclusives | Awards | Research | Events

Compliance Northern Trust Reaches Tentative Settlement in 401(k) Suit Settlement to be considered by the court on October 30 in class action filed by workers in 2021. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

WIPN to Celebrate 15 Years with NASDAQ Closing Bell Ceremony In 15 years WIPN has grown into a 1,500-member organization advocating for gender equity in retirement services.

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

Advisory M&A News – 10/14/24 Allworth acquires $1.1B RIA; Robertson Stephens acquires CAFG Private Wealth; Cetera announces deal with Concourse Financial Group Securities.

Asset Managers Exploring Fresh Avenues to Bring Alts Into DC Plans Per Cerulli, asset managers are leveraging CITs and interval funds to try and get into DC plans; an adviser sees alternatives working better via managed accounts than the core lineup.

Meet Emerging Leader Jacquelyn Hendricks Skiffington Today, we highlight a Q&A with 2024 Emerging Leader Jacquelyn Hendricks Skiffington, vice president, business operations, Strategic Retirement Partners.

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