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SEC Updates Guidance on Adviser Investment Obligations
The latest guidance adds teeth to initial Regulation Best Interest, passed in 2019.
Investment Product and Service Launches
MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.
Mandatory Retirement Not Serving Economy, According to Panel on Longevity
The current economy needs older workers, according to speakers at a conference on longevity with Thrive Global's Arianna Huffington.
Acting Labor Secretary Su Says SECURE 2.0 Guidance Coming in “Timely Manner”
Committee to consider Su's confirmation to replace Marty Walsh, who left the DOL in February.
At House Committee, SEC Swing Pricing Proposal Comes Under Fire
Gensler defended the SEC’s recent proposals on subjects such as climate disclosure and swing pricing.
MetLife, Savi Launch Student Debt Management App for Public Sector Workers
Participants can use MetLife’s financial wellness platform to gauge eligibility for student loan forgiveness programs.
American Benefits Council Selects Thiele as Chair of Policy Board of Directors
Fred Thiele of Microsoft will replace Tracy Watts of Mercer for the 2023-2024 term.
Hightower Advisory Fairport Wealth Names Matt Logar CEO
Fairport, which has acquired four advisories since joining Hightower in 2017, promotes Logar to succeed Ken Coleman.
State Street, Annexus Retirement Solutions Release TDF With Retirement Income Annuity
Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.
Marketer Snappy Kraken, Morningstar Launch Adviser Tool for Personalized Content
The Snappy Kraken Morningstar Wealth Edition gives advisers access to Morningstar research to share with clients.
Compliance Analysis
How to Avoid Fee Conflicts
Wealth managers can look to ERISA and the tax code for guidance.
Viewpoint
Expanding the Adviser Remit
Sponsors and recordkeepers pursue inclusive financial wellness.
Investment Focus
Advanced Offerings
A look at several examples of recent retirement income innovations.
Roundtable
What Participants Need
3 industry experts weigh in on how employers can help participants meet their retirement goals.
Cover Story
A Step in a New Direction
Today’s business model may add wealth management and other services—how plan advisers make it work.
Nuts and bolts
Financial Wellness Differentiators
Financial wellness is the latest frontier of participant education. According to the 2023 PLANSPONSOR Industry Benchmarking report, 77% of plan sponsors offer some sort of financial wellness program....