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News
Savant Wealth Joins Pontera’s 401(k) Management Platform
COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.
Managed Accounts’ Default Use Limited by Litigation Fears, Fees
Plan advisers continue to pick TDFs in retirement plans, rather than more personalized managed accounts, in part due to legal...
Will ESOPs Finally Get Regulatory Clarity?
SECURE 2.0 requires DOL to create rules for ESOP valuation.
Americans Underestimate Health Care Costs’ Impact on Retirement Decisions
Health savings accounts and cash flow from annuities can help mitigate too-rosy thinking, says retirement income association fellow.
Genstar Capital Re-Ups to Keep Driving Cetera M&A Plans
Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.
Understanding Plan Fees, With Help from NAGDCA
A recently published fee guide can help plan sponsors navigate different recordkeeping, advisory and asset management options.
Where Are Financial Wellness Benefits Headed?
According to EBRI, employers are looking for a wider range of benefits.
Vanguard Says Sweeps, Auto Enrollment Still Key in Combatting Savings Gaps
Retirement readiness is strong among many workers, but large gaps remain for plan sponsors and advisers to address.
House Bills Aim to Increase Use, Contribution Amounts For HSAs
Bipartisan legislation looks to address “outdated bureaucratic barriers and red tape” regarding the tax-advantaged health savings accounts.
Guideline Launches Starter 401(k) Retirement Plan for Small Businesses
The new program, Starter, will compete with state-backed IRA programs, according to Guideline’s COO.
Temporary Budget Agreement Keeps 2024 Inflation Adjustments on Track
The Social Security COLA and IRS Contribution Limits will continue on schedule after a near miss on government shutdown.
Former DOL Investigator Starts Firm Targeting 401(k) Fraud
David Donaldson’s Participant I.D. will offer providers and plan sponsors three-factor identify theft protection.
Advisory M&A News – 10/2/23
DPL Financial Partners acquires AnnuityFix; Wealthspire Advisors to acquire GM Advisory Group; Carson Group adds FAI Wealth Management; and more.
MOVEit Hack a Lesson as Digital Threats Increase
Experts say the incident revealed how to combat the stealing and selling of personal data, but participants remain vulnerable to...
What Advisers Should Know About Cybersecurity Insurance
Experts provide insight into an insurance market predicted to grow from $6 billion to $33 billion in coming years.
DOL’s Khawar Says ‘Partnership’ Needed to Combat Cyber Risks
The principal deputy assistant secretary for EBSA discusses how plan fiduciaries have been using DOL best practice guidance, and why...
Retirement Industry People Moves – 9/29/23
Thornburg names Zinkula new CEO as Brady exits; Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; and...
Student Loan Repayments May Crimp Retirement Savers, Including Gen X
New studies from Nationwide and National Institute show widespread impact of student loan repayments on everybody from recent grads to...
SEC Imposes $79M in Fines on Advisers for Recordkeeping Violations
Ten firms were fined for using unapproved off-channel devices for business related communications.