Weekday news and analysis for retirement plan advisers
Wednesday, September 25, 2024
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SEC Charges 12 Financial Firms for Recordkeeping Failures
The firms will pay a total of $88.2 million in civil penalties.
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Social Security: Beyond the Headlines
The third story in this quarter’s PLANADVISER In-Depth considers the current state of Social Security.
Today’s Most Read
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Investors Concerned About the Big, Beautiful Bill's Section 899
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Gen Z, Millennials Redefining the Future of Work
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Senate GOP Releases Tax Plan, With Some Key Changes From House Version
‘Expanding ESOPs’ Coalition Aims to Increase Awareness
The new group intends to improve wealth-building opportunities for American workers.
Young Plan Participants Expect to Rely on Personal Retirement Accounts
Millennial 401(k) participants do not believe they can count on Social Security or guaranteed income sources.
California Federal Court Dismisses Thermo Fisher 401(k) Forfeiture Lawsuit
A Thermo Fisher 401(k) plan participant accused the company and its pension committee of violating ERISA by using forfeited funds to offset future contributions, but the district court dismissed the lawsuit.
Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
How Advisers Can Help Plan Sponsors Navigate Demographic Shifts
Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.
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