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planadviser.com
4 小时
TIAA and Nuveen’s Target-Date Annuity Strategies Reach 1 Million Accounts
The news comes after BlackRock's announcement last week that its annuity-integrated TDF product has surpassed $16 billion in ...
planadviser.com
3 小时
Total Number of Advisers Has Stagnated, Cerulli Reports
While AUM continues to grow, training, mentorship and succession planning could all help address the headcount stasis.
planadviser.com
1 天
Trump Names Acting Secretary for Department of Labor
The acting secretary will run the DOL while Trump’s nominee for secretary of labor, Lori Chavez-DeRemer, awaits confirmation.
planadviser.com
1 天
2025 Retirement Outlook: Tax Changes, Cryptocurrency Trends and Litigation Reforms
According to experts at T. Rowe Price, plan sponsors should anticipate policy updates and possible litigation reforms in 2025 ...
planadviser.com
5 天
SEC Fines Vanguard for Misleading Retail Target Date Fund Investors
The regulator determined that the firm failed to provide accurate details regarding the capital gains and tax consequences ...
planadviser.com
8 天
John Hancock Retirement Announces Partnership With Vestwell
Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering. John Hancock Retirement, a ...
planadviser.com
8 天
TDFs With Annuity Options Set to Proliferate
Target-date funds have long been a staple of retirement planning, offering employees an age-based glide path to guide their ...
planadviser.com
5 天
ERISA Group’s Lawsuit Seeks to Upend Final Federal Mental Health Parity Rules
ERIC argues the final rule goes beyond the authority federal officials have under the mental health parity law’s authority.
planadviser.com
5 天
Strategies for Enhancing Portfolio Management
According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active ...
planadviser.com
5 天
DOL Proposes Rule to Clarify ‘Adequate Consideration’ for ESOP Transactions
By clarifying what constitutes “adequate consideration,” the DOL aims to reduce ambiguity and enhance compliance among ESOP ...
planadviser.com
9 天
401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24
Encore Fiduciary reported a 35% increase in ERISA excessive fee litigation, in part driven by a surge in plan forfeiture ...
planadviser.com
24 年
Court Rules American Airlines Breached Fiduciary Duty in ESG Case
A federal district court in Texas found that American Airlines prioritized ESG investment goals ahead of employees’ financial ...
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