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planadviser.com
1 天
Dalbar Releases Top 10 Plan Participant Websites
The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals. Dalbar Inc.’s ...
planadviser.com
1 天
SEC’s $8.2B in Financial Remedies Highest in History
Outgoing SEC Chair Gary Gensler oversaw the highest fines figures for the regulator in 2024, though total enforcement actions ...
planadviser.com
1 天
Mercer: Trump, New Congress Will Likely Continue Bipartisan Work to Expand 401(k) Coverage
Mercer’s policy lead says bipartisan work should continue to expand employer-sponsored retirement plan coverage, but tax ...
planadviser.com
2 天
TPA Strongpoint Partners Acquires Pension Consultancy Karel-Gordon & Associates
Strongpoint Partners, a retirement services platform specializing in third-party administration, recordkeeping, payroll and ...
planadviser.com
3 天
Rhode Island To Start Auto-IRA Program in 2025
RISavers administered by Vestwell is expected to begin a pilot in the spring of 2025 in partnership with Connecticut's state ...
planadviser.com
4 天
DOL Initiates Data Collection to Reunite Workers With Lost Retirement Savings
The U.S. Department of Labor’s Employee Benefits Security Administration has announced the start of its data collection ...
planadviser.com
3 天
SEC Chair Gensler Announces January 20 Departure
Biden appointee Gensler will step down after a ‘robust rulemaking agenda’ as Republican leadership takes over the White House ...
planadviser.com
4 天
ICI Calls On SEC to Reassess Regulatory Agenda Amid Presidential Transition
The investment industry association’s letter highlighted key issues impacting investment advisers and investors.
planadviser.com
3 天
Robinhood to Acquire TradePMR, Expanding Into RIA Wealth Management
The firm known for stock trading will connect users to financial advisers, expanding further into financial services after ...
planadviser.com
4 天
Correcting 401(k) Auto-Enrollment Failures
ERISA experts Fred Reish and Joan Neri answer a question about addressing a plan sponsor client’s error in implementing ...
planadviser.com
3 天
Principal Launches Workplace Personal Investing Program for Mass Affluent
The adviser solutions program started in Q3; meanwhile, the firm’s asset management arm will release its first passive TDF in ...
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