Weekday news and analysis for retirement plan advisers

Thursday, October 24, 2024 Exclusives | Awards | Research | Events

Client Service Plan Advisers’ Value in 4 Charts PLANADVISER asks plan sponsors about the services they get from their adviser team. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Increased Share of Workers Credit Employers for Efforts to Reduce Financial Stress A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.

Today’s Most Read 1. DOL Submits Request for Information About PEPs to OMB 2. Retirement Industry Responds to Passage of ‘Big Beautiful Bill’ 3. Empower Responds to Private Markets Inquiry from Senator Warren

ERISA Advisory Council Homes In on 4 QDIA Recs The council is considering recommendations to the DOL on default decumulation options.

AI Can Be Helpful for FAs—but Mostly In-House for Now Speakers at an eMoney financial adviser summit noted that AI is most useful for wealth managers as a practice management tool, ideally freeing up advisers for more human interaction.

2024 PLANADVISER Retirement Plan Adviser Survey Now Open! Each year, the PLANADVISER Retirement Plan Adviser Survey takes the pulse of retirement plan advisers to offer useful decisionmaking insights and ratings of defined contribution plan investment managers and recordkeepers. Let your voice be heard and help us provide robust data by participating in the 2024 survey now. Qualified respondents will receive a report of key findings and a gift card.

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