Weekday news and analysis for retirement plan advisers

Wednesday, September 04, 2024 Exclusives | Awards | Research | Events

Products Vestwell Adds TIAA Lifetime Income Offering TIAA also makes a strategic investment in Vestwell, as the partnership brings TIAA’s lifetime income option to the middle and small segments of the retirement plan market. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Salesforce Settles 401(k) Suits for $1.35M Combined lawsuits filed in 2020 and then 2024 alleged excessive fees for a $5 billion retirement plan.

Today’s Most Read 1. Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities 2. Empower: Workers Desire More Retirement Savings Choices, Better Access 3. Investors Still Prefer Human Touch for Financial Planning

Raymond James Fined Over Mutual Fund Monitoring FINRA fined two of the firm’s subsidiaries a total of $1.8 million for allegations of failing to properly review mutual fund purchases and reporting customer complaints.

Mercer Global Advisors Announces Acquisition of Benchmark Wealth Management The Mercer adviser team adds to its footprint in the Northeast with the high-net-worth specialist.

Cybersecurity Best Practices for Retirement Plans The game is continually evolving for keeping plan data and systems safe. In this special coverage article, experts discuss how plan fiduciaries can stay up to speed.

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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