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House Appropriations Bill Would Block Safeguarding and Swing Pricing Proposals, Among Others
The legislation also targets the climate disclosure and market structure proposals.
Advisory M&A
Moneco Advisors receives minority investment; Integrated Partners creates Insurance Solutions Division; Omnia Wealth Group launches with support from LPL Financial.
2023 PLANADVISER National Conference
September 11 -13, 2023 | The Westin Kierland Resort & Spa, AZ 85254
BlackRock Changes Up Public Policy Team
Samantha DeZur will now head U.S. division of team focused on public policies regarding investors’ long-term interests.
Are Your Clients Insured Against Cyber Threats?
Experts share tips for how plan sponsors can protect themselves from the increasing threat of cybersecurity attacks and evolving litigation.
Cover Story
Leadership in Practice
This year’s PLANADVISER Industry Leader Awards recognize outstanding plan advisers, and others, who are making positive changes in this noisy market.
Just the facts
Just the Facts
Consumers Keep Flocking to Annuities After a record-breaking 2022, retail annuities surpassed all of their previous quarterly sales numbers since LIMRA began keeping track, in 2008, say preliminary...
On the Move
On the Move
Ben Cardin to Retire Senator Ben Cardin, D-Maryland, announced that he will not seek re-election in 2024. Cardin first entered politics in 1968 and was recently a key...
Nuts and bolts
Maximize Plan Committee Meeting Times
Plan committee meetings are often the main face-to-face time that advisers have with their clients and are crucial times for the committee to use good plan governance in...
Roundtable
SECURE 2.0 Insecurities
3 experts cite clients’ biggest concerns about the new retirement act.
Publisher’s Note
Why the Winners
In May , we hosted our second annual PLANADVISER Industry Leader Awards; it was an evening honoring people across the industry who really make a difference in improving...
Case sensitive
The Question Stands
Must one tell all eligible workers if their employer offers a 403(b) plan?
Client Service
The Need for NQDC Support
Fewer than half of recordkeepers offer ‘top hat’ services for HCEs.
CalPERS, CalSTRS Hit By Third-Party Cybersecurity Breach
The public employee retirement systems are working to notify people with exposed accounts.
Median Retirement Plan Value Hits Record Low in 2022
Market volatility also contributed to declines in average plan balances, contribution rates and overall plan participation, according to Alight.