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planadviser.com
1 天
DOL Announces New Appointees to 2025 ERISA Advisory Council
The Department of Labor Thursday announced the appointment of five new members and leadership for the 2025 ERISA Advisory ...
planadviser.com
10 天
ESG Goals Still Prevalent in Executive Incentive Plans, WTW Reports
The ESG metrics globally, as in the U.S., were relatively flat year-over-year, according to WTW. But LTI plans were much more ...
planadviser.com
2 天
2024 Top Retirement Plan Advisers
Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement. Advisers are highlighted ...
planadviser.com
9 天
Compliance Year in Review
While that growth is good, the consultancy noted that human capital research from the Harvard Business Review suggested that ...
planadviser.com
8 天
Concurrent Hires David Montgomery from OneDigital to Head Retirement Plan Division
The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a ...
planadviser.com
10 天
RIA Succession Planning Drops to New Low
DeVoe also pointed to rampant RIA merger and acquisition activity as a possible factor in the decline. Larger RIAs with more ...
planadviser.com
7 天
“Shadow SEC” Group Aims to Shape Discussions on Federal Securities Laws
A group of academics created the group to seek the “wisest possible federal securities laws and policies,” and backed Trump’s ...
planadviser.com
10 天
BlackRock Makes TDF With Annuity Option Its Plan QDIA
BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion ...
planadviser.com
11 天
Advisers Giving Back: Theresa Conti
A retirement industry leader takes time out every holiday season to provide gifts to kids in need in her local Arizona ...
planadviser.com
12 天
RIAs Face Talent Crunch, Schwab Reports
Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.
planadviser.com
12 天
ERISA Advisory Council Approves 3 New QDIA Recommendations
The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers ...
planadviser.com
17 天
EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net
Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can ...
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