Weekday news and analysis for retirement plan advisers

Friday, October 27, 2023 Exclusives | Awards | Research | Events

View Points How to Leverage SECURE 2.0 to Improve Participant Outcomes Participant demographics and behavior can guide plan advisers and sponsors to specific areas of retirement policy, says Vanguard’s managing director of institutional investing. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

New Speaker Mike Johnson Remains an Enigma to Retirement Industry Having served on unrelated committees, Johnson’s legislative record on retirement issues is rather thin.

Today’s Most Read 1. Fidelity Data Breach Exposed Info of 77,000 Clients 2. Who Is Most at Risk for Retirement Savings Shortfall? 3. 401(k) Traders Shifting to Fixed Income

Investment Product & Service Launches – 10/26/23 Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.

Adviser Talks: Kelli Send Discusses Plan Participant Services (Video) Send, of Francis LLC, discusses the importance of connecting with participants beyond the 401(k) to help with overall financial success.

‘You Know What the Rules Are,’ Gensler Tells Crypto Industry The oft-critical SEC chair repeated that the cryptocurrency industry is unusually non-compliant with securities laws.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850