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The second story in PLANADVISER In-Depth’s series on the 401(k) market considers the convergence of retirement planning and wealth management—a trend whose outcome is far from written.

The Prime Capital Investment Advisors adviser discusses a grassroots organization to promote fathers’ involvement with kids and communities.

Asset managers can support defined contribution ‘dabbler’ and 'nonproducer’ advisers in managing their practices, Cerulli recommends.

Voya launches new supplemental health benefit to help with out-of-pocket costs; LifeYield releases Annuity Income Layer; and NAGDCA offers enhanced SECURE 2.0 Resource.

The new PEP is designed for clients with fewer than 100 employees.  

Reg BI requires advisers to consider leaving the client’s assets in their original retirement account.

Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers.

Morningstar Wealth announces addition of SMAs; Orion expands access to Clark Capital’s Navigator Total Wealth Strategies; SUBSCRIBE adds T. Rowe Price and Oak Hill Advisors to client roster.

Fiduciary expert says the plaintiffs’ use of Form 5500s to measure fees creates erroneous comparisons, and he recommends its new study for large plan fiduciary defense.

Founder Jason Lee, who started DailyPay, has $18 million in seed funding in under one year for a program to disrupt benefits programs such as 401(k)s.

iJoin’s CEO discusses the evolution and current state of managed accounts.

The first story in a new quarterly series, PLANADVISER In-Depth, considers the tax code that underpins America’s pension system and the challenges and opportunities for its future.

Specifically, commenters request that single-employer plans not required to have automatic features, should retain that status when joining a MEP or PEP.

OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes biggest wealth firm deal, boosts AUM to $2B. 

ERISA experts Fred Reish and Joan Neri answer a question and provide detail on the department's proposed retirement security rule.

Alerus names retirement sales consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.

TIAA-CREF Individual and Institutional Services settled charges of failing to comply with Regulation Best Interest.

CEO Ed Murphy says the firm is on the lookout for wealth-related acquisitions and notes 500 employees were hired into the division in 2023.