Weekday news and analysis for retirement plan advisers

Friday, September 13, 2024 Exclusives | Awards | Research | Events

Client Service ERISA Council Signals More Work Needed for Retirement Income Products in QDIA The council agrees on the need to balance innovation with regulatory guidance. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

T. Rowe’s TDF Team Launches Personalized Offering The asset manager offers a managed account-like investment option built on its target-date-fund strategies.

Today’s Most Read 1. Ascensus to Acquire AmericanTCS 2. Steve Scanlon, Bryan Pinsky to Lead Retirement Divisions Following Equitable-Corebridge Merger 3. Ford Accused of Improper Use of Employees’ 401(k) Savings

Product & Service Launches – 9/12/24 Milliman offers Candidly student loan certification solution; WTW launches flexible benefits service; Arete Wealth and Luma partner on structure products and annuities; and more.

SEC Committee to Host Investment Advice Discussion The regulator’s advisory body will hold a public hearing September 19 to address fiduciary advice in the wake of the DOL’s fiduciary rule being stayed by courts.

Keys to Guarding Retirement Plan Data Against Human Error Mistakes managing employer-sponsored plan data often expose vulnerabilities that can be exploited by bad actors.

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