Winning strategies for retirement plan advisers.
Joined March 2009
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4 Nov 2021
The IRS has announced 401(k) plan participants can defer up to $20,500 in 2022, up from the 2021 limit of $19,500.
planadviser.com/dc-plan-part…
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4 Nov 2021
.@PIMCO , @MorningstarInc team up on personalized TDF solution; @CharlesSchwab launches the Schwab Ariel ESG ETF; and @Confluence_News to acquire Investment Metrics, in this week's investment products and service launches roundup.
planadviser.com/investment-p…
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3 Nov 2021
.@shlomobenartzi has published a new white paper examining the interplay of financial wellness and behavioral economics. Read more 👇
planadviser.com/new-benartzi…
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27 Oct 2021
.@BPASinc, a provider of retirement plans, benefit plans, fund administration and collective investment trusts, has launched BPAStify—a new fraud prevention tool that is part of the firm’s overall security efforts.
planadviser.com/bpas-adds-an…
26 Oct 2021
In addition to easing the burden of succession planning, @RaymondJames is seeking to create more efficient collaboration among financial advisers and their teams.
planadviser.com/raymond-jame…
26 Oct 2021
Nearly six months after the 9th U.S. Circuit Court of Appeals rejected their lawsuit, the plaintiffs in an Employee Retirement Income Security Act (ERISA) pre-emption lawsuit have petitioned the U.S. Supreme Court to take up their case.
planadviser.com/taxpayers-as…
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22 Oct 2021
Are some investments being painted as more ‘sustainable’ than they are? We look at how plan sponsors confirm a potential investment is truly green.
planadviser.com/magazine/gre…
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22 Oct 2021
Millions of Americans are not contributing enough to their workplace retirement plan to get the full company match, as a recent @magnify_money study found 12% of employed adults—or as many as 17.5 million working Americans—aren’t contributing enough.
planadviser.com/many-partici…
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22 Oct 2021
A judge has granted summary judgment to Cumulus Media in a lawsuit over retirement plan fees because he found that the plaintiff waived his right to sue.
planadviser.com/cumulus-medi…
21 Oct 2021
Industry professionals who work with lawmakers in Washington say they remain hopeful that retirement security issues will be addressed in the federal government’s budget for fiscal year 2022.
planadviser.com/advocacy-con…
21 Oct 2021
Retirement plan advisers and their clients are warming to the idea that health savings accounts (HSAs) can be beneficial as both long- and short-term savings vehicles—but there are still many misconceptions about HSAs.
planadviser.com/well-funded-…
21 Oct 2021
A new @Vestwell report shows that more advisers are starting to place a greater emphasis on social media, cybersecurity and the technology they use to run their businesses.
planadviser.com/year-disrupt…
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21 Oct 2021
Supply chain issues continue to roil the economy. Many investors and the Federal Reserve expected the swift increase seen in consumer prices to be brief, but the prolonged situation is starting to drive up key inflation measures.
planadviser.com/market-watch…
21 Oct 2021
Only 31% of Hispanic households with income report they are currently participating in a workplace retirement plan.
A recent @MorningstarInc survey finds there are several factors that could contribute to the lower savings.
planadviser.com/31-hispanic-…
20 Oct 2021
Retirement Industry People Moves
@Sageviewadvisor adds Bloomfield Hills wealth practice
@ExamFX acquires Training Consultants
@BNYMellon launches Pershing X and more🔽
📝@DJ_Shaw_
planadviser.com/retirement-i…
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20 Oct 2021
Deloitte LLP named as defendant in a lawsuit alleging they permitted the payment of excessive administrative and recordkeeping fees in the operation of a 401(k) plan and a profit-sharing plan provided to their employees.
📝@manganaro_news
planadviser.com/plaintiffs-c…
20 Oct 2021
Investment Product and Service Launches:
@Broadridge enhances fiduciary toolkit for advisers.
@goal_path makes managed accounts available on iJoin.
@BlackRock announces option to include annuities in target-date strategies and more below:
📝@DJ_Shaw_
planadviser.com/investment-p…
20 Oct 2021
With American businesses slowly moving back to normal—and new plan services and useful technologies emerging regularly—it may be prudent to help your clients revisit the recordkeeper marketplace.
Here are five issues to consider:
planadviser.com/magazine/mas…
20 Oct 2021
There's a lot going on these days, but PLANADVISER is back on Twitter as your leading source of information and solutions resource for America’s retirement benefits decisionmakers.
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