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BlackRock Launches Target-Date ETFs Aimed at Self-Directed Retirement Savers
The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access.
Investment Product & Service Launches – 10/19/23
The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.
Retirement Advisor Council Launches Financial Literacy Program FinLitFuture$
The council is calling on advisers and the retirement industry to help provide financial education to underserved students in underserved communities.
SEC Proposes Partial Ban on Volume-Based Discounts for Brokers
The ban would prevent exchanges from offering volume-based pricing schemes to brokers for agency trades, a practice the SEC sees as benefitting larger broker/dealers.
Voya Adds Retirement Plan Advisement Client Management Tool
The offering is geared toward emerging- and middle-market plan sponsors; meanwhile, Fidelity announced resources for independent RIAs.
New PBGC Guarantee Levels, Premiums Announced for 2024
The PBGC also released new guarantee tables for different annuity types.
Recordkeepers: We’re Investing to Reach Participants ‘At Scale’
Recordkeepers speaking at a LeafHouse Financial conference discussed meeting participant needs with a combination of technology and human interaction.
2023 PLANADVISER National Conference On Demand
Recorded sessions offer expert perspectives on communicating with staff and clients, enhancing your practice and marketing strategies, and solving retirement savings and income challenges.
US Retirement System Matches Worldwide Average With C+ Grade
The US scored 63 on an overall index for pension coverage value, 23 points behind the No. 1 spot held by the Netherlands, according to a Mercer and...
Inflation Is Reshaping Retirement Outlooks, MFS Reports
Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
OMB Begins Holding Stakeholder Meetings for New Fiduciary Rule
The proposal will likely address compensation structures and IRA rollovers, though no draft is available yet.
2024 Retirement Plan Adviser of the Year Nominations Are Open
If you work with or know of a great plan adviser or adviser team, please help PLANADVISER recognize the best in the business.
Getting Junior Staff up to speed
PLANADVISER National Conference 2023 | Get practical suggestions for team structure and management and how to help junior staff learn and grow.
Driving Participant Engagement
PLANADVISER National Conference 2023 | A retirement plan sponsor and adviser share methods they’ve used for successfully getting participants to engage in retirement and financial planning.
Total Benefits or Retirement Only
PLANADVISER National Conference 2023 | Increasingly, retirement plan advisers are being asked to help with the total benefits experience—as attracting and retaining staff and employees’ overall financial wellness...
Lesser-known Plan Administration Tips Fiduciaries Need to Know
PLANADVISER National Conference 2023 | Pete Welsh, Managing Director, Head of Retirement Services offers tips covering plan amendments, plan terminations, auto portability and emergency savings.
Sponsored by Millennium Trust Company
SECURE 2.0: Putting it into Practice
PLANADVISER National Conference 2023 | Some provisions from the SECURE 2.0 Act are already in effect — and many are still on the way — helping to expand...
Sponsored by ADP
Guaranteed Lifetime Income: The Participant’s Point of View
PLANADVISER National Conference 2023 | Interest in guaranteed lifetime income is growing, but plan participants want more than just a reliable stream of monthly income. Flexibility, accessibility, and...
Sponsored by Allianz Life
Rethinking Retirement: Current State, Challenges, and Future Opportunities
PLANADVISER National Conference 2023 | Comprehensive data from the ISS Market Intelligence Brightscope DC plan database reveal retirement savings gaps and opportunities for advisers to button up the...
Seeing Opportunity in Change
PLANADVISER National Conference 2023 | Inflationary pressures. Ongoing market volatility. Legislative developments. If plan sponsors can expect anything, it’s the unexpected. But with change come opportunities for plan...
Sponsored by T. Rowe Price