What Makes the Best Dynamic Adviser-Recordkeeper Partnerships?
Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to the ‘critical’...
EXCLUSIVES
SECURE 2.0 Provisions Should Boost Adviser Revenue in 2025
Two-thirds of plan advisers say the newly enacted provisions will increase their revenue, in addition to increasing employee participation, according...
Understanding SECURE 2.0 Student Loan Matching and Educational Benefits
Employers have options to offer student loan benefits to employees and do not need to wait for further IRS guidance...
What to Know About Part-Time Employee Eligibility for Retirement Plans
Effective January 1, the SECURE 2.0 Act makes part-time employees who have met service criteria eligible for employer-sponsored retirement plans.
Keeping Up With SECURE 2.0 Changes
Advisers discuss how they manage adoption of plan provisions with clients.
SECURE 2.0 Auto-Enrollment Requirement Takes Effect in 2025
Beginning this year, businesses with 10 or more employees must implement automatic enrollment and contribution escalation for new 401(k) and...
TDFs With Annuity Options Set to Proliferate
2025 will likely see new entrants offering hybrid annuity TDFs, while existing players will announce more recordkeeper partnerships and asset...
Catching Up With PIMCO’s Personalized Target-Date Funds
The firm continues to pitch its myTDF, a personalized target-date-fund solution in market since 2023, as a way for plan...
How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
Moving Beyond SECURE 2.0
Retirement plan advisers discuss how they’re wrapping up 2024 with clients and preparing for the year ahead.
Economic and Market Outlooks for the Year Ahead
Next year’s outlook emphasizes growth from easing policies, AI and infrastructure.
401(k)s and the Courts in 2025
Plan forfeiture court decisions, Loper Bright’s use and potential DOL guidance shifts are all on the table, according to ERISA...