Weekday news and analysis for retirement plan advisers

Friday, September 27, 2024 Exclusives | Awards | Research | Events

In Practice How Employee Resource Groups Can Make Financial Wellness More Approachable Speakers at a webinar co-hosted by EBRI shared how the smaller cohorts can lead to more tailored financial wellness programs and increased engagement. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

NACC Launches PEP Solution for Cannabis Industry Also, California Corporate Retirement Services announces a PEP to plan sponsor clients.

Today’s Most Read 1. Investors Concerned About the Big, Beautiful Bill's Section 899 2. Gen Z, Millennials Redefining the Future of Work 3. Senate GOP Releases Tax Plan, With Some Key Changes From House Version

Product & Service Launches – 9/26/24 Altruist launches digital fixed-income trading for RIAs; BlackRock taps Vestmark for custom model portfolio partnership; and Alight adds firms offering mental health, fertility support to partner network.

Goldman Sachs Identifies ‘Financial Grit,’ Planning as Keys to Improving Retirement Savings Its survey found that working Americans saw improvements in their finances and retirement savings this year, but many remain worried that competing priorities could derail retirement plans.

Watch: DCIO and Investment Menu Survey Webinar In case you missed it, you can watch this week’s PLANADVISER webinar addressing 2024 trends in DCIO offerings. Hear from plan advisers Jeffrey Cullen, CEO, Strategic Retirement Planners, Tom Demko, managing director, SageView Advisory Group, and Derek Fiorenza, COO/CCO, Summit Group Retirement Planners Inc.

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