Weekday news and analysis for retirement plan advisers

Tuesday, September 10, 2024 Exclusives | Awards | Research | Events

Compliance BAE Beats 401(k) Plan Forfeiture Suit A federal judge in Virginia dismissed a proposed class action, marking one win for defendants amid a slew of recent forfeiture complaints. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

People May Start Living to 150, Creating Retirement Paradox As people live longer, advisers must combat sequence risk while also driving growth to meet inflation, according to an investment services firm.

Today’s Most Read 1. Retirement Industry Responds to Passage of ‘Big Beautiful Bill’ 2. Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities 3. DOL Submits Request for Information About PEPs to OMB

Advisory M&A News – 9/9/24 Mesirow acquires Price Wealth Management; Wealth Enhancement Group acquires Levy Wealth Management Group; Hub International adds assets of Flexible Benefits Plans.

AI Is Here. Fiduciaries Must Remain Diligent Experts discuss how the benefits of artificial intelligence for 401(k) plan administration and management also come with risks to be questioned and considered.

Webinar: DCIO and Investment Menu Survey Register today for this PLANADVISER webinar, which will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.

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