Weekday news and analysis for retirement plan advisers

Thursday, September 05, 2024 Exclusives | Awards | Research | Events

Client Service Vanguard to Lower Asset Minimum for Digital Adviser Access The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

401(k) ‘Millionaires’ Hit Record Fidelity’s 401(k) and IRA ‘millionaires’ are at record levels on strong markets and contribution, but separate surveying reveals millionaires still suffer from financial uncertainty.

Today’s Most Read 1. Senate GOP Releases Tax Plan, With Some Key Changes From House Version 2. Employer Sues Blue Cross Blue Shield of Michigan for Alleged ERISA Violations 3. Workers Don’t Expect to Succeed in Saving for Retirement

Nuts & Bolts: NAGDCA Explains How to Offer a Self-Directed Brokerage Window The organization’s latest guidelines lay out fiduciary best practices for offering the brokerage window to retirement plan participants.

Savings-to-Wealth Convergence: Don’t Forget Banks 401(k) plan participants aren’t the only target of wealth management convergence; Cerulli points to bank depositors as ripe for convergence.

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.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850