Peak 65 Finds Millions of Americans Unprepared, Economist Warns
The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows...
News
Voya, Goldman Start 2024 With Leadership Moves
Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth...
US Savers Estimate Lack of Financial Knowledge Cost Them $1,500 in ‘23
A plan advisory head says the financial industry should play an important role in combatting that knowledge gap.
Entry Period Open for PLANADVISER’s 2024 Top Retirement Plan Advisers Listing
The PLANADVISER 2024 Top Retirement Plan Advisers will be celebrated at our annual Industry Leader Awards event on May 8.
T. Rowe Price Announces Retirement Strategy Team
The investment manager and retirement recordkeeper made the announcement as it highlights retirement saving trends, including personalization and diversification.
DOL Finalizes New Independent Contractor Rule
The rule is expected to make it harder for workers to be classified as independent contractors, an issue for some...
Biden Re-Nominates Julie Su as Secretary of Labor
Although the nomination made it out of committee in March 2023, it has not been brought to a vote of...
FINRA Annual Report Highlights Crypto, Cybersecurity, Reg BI
The industry regulator provided areas of focus for the year ahead to member firms.
401(k) Litigation Continues At ‘Fever Pitch’
Euclid Fiduciary’s litigation summary shows a dip in lawsuits in 2023, but signs of an uptick this year.
David Eisenreich Named WTW North America Head of Retirement
Eisenreich replaces the retiring Michael Archer.
Advisory M&A News – 1/8/24
Hub International acquires BLS Wealth Management and Gottschling advisories; Mercer Advisors adds Transitions Wealth Management; HANYS Benefit Services rebrands as...
50 House Reps Push Back On DOL Fiduciary Proposal
Bipartisan group urges DOL to ‘withdraw and cease efforts’ to move ahead with retirement security rule targeting annuities and one-time...
Envestnet CEO, Co-Founder Crager Stepping Down
The firm’s board is searching for a replacement to head the wealth management and financial wellness platform and product provider.
Older Workers Often Skeptical of Professional Retirement Advice, AARP Finds
Among those older than 50, 41% of people prefer to handle retirement planning in-house, and almost all agree advisers should...
Retirement Industry People Moves – 1/5/24
2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial...
How SECURE 2.0’s Automatic Features Apply to MEPs, PEPs
The IRS provided clarification about ‘grandfathered’ plans, and the DOL announced Form 5500 updates that include Schedule DCG.
4 Ways Baby Boomer Business Owners Are Retiring Differently
Capitaliz founder Craig West provides insights to plan advisers on how to manage clients’—or their own—business exits in an age...
Product & Services Launches – 1/4/23
PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA...
TIFIN, Franklin Templeton Launch Financial Wellness Solution
Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.
