Weekday news and analysis for retirement plan advisers

Tuesday, September 24, 2024 Exclusives | Awards | Research | Events

Deals & People Empower Acquires Equity Compensation Platform OptionTrax The deal expands Empower’s services into equity compensation administration and management. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

DOL Will Appeal Stay on Fiduciary Rule The Department of Labor will ask the 5th Circuit to reinstate the fiduciary rule after it was blocked by two federal courts in Texas.

Today’s Most Read 1. Employer Sues Blue Cross Blue Shield of Michigan for Alleged ERISA Violations 2. Workers Don’t Expect to Succeed in Saving for Retirement 3. Senate Advances GENIUS Act to Regulate Stablecoins

Advisory M&A News – 9/23/24 True North Advisors announces acquisition of Clear Rock Advisors; Kestra Financial welcomes SZC Financial Planning & Management; Ty J. Young Wealth Management acquires financial practice of John Jaboor.

College for Financial Planning Launches Accredited Investment Fiduciary Training Program Fi360, a Broadridge Company, selected the College as the official education provider.

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.

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