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planadviser.com
4 小时
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
1 天
Bechtel Managed Account QDIA Lawsuit Dismissed
The complaint accused the engineering and construction firm of defaulting participants into a high-fee option that provided ...
planadviser.com
1 天
Prudential, Dimensional Fund Advisors, FIDx Announce Product Partnership
The collaboration will allow for protected lifetime income strategies to be added to managed accounts via the FIDx Insurance ...
planadviser.com
1 天
OneDigital Acquires Nonprofit HR Solutions, Fueling Expansion
OneDigital, an insurance brokerage, financial services and human resources consulting firm, has expanded into the social ...
planadviser.com
1 天
Employers Expand Mental Health Support to Combat ‘Burnout’
NFP’s annual benefits report also found, however, a trend of some employers too often putting that mental health support ...
planadviser.com
1 天
Participant Wellness and Education
This week’s Spotlight series considers trends in participant wellness and education. SPONSORED AD: DATA & RESEARCH: Employers Expand Mental ...
planadviser.com
1 天
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers ...
planadviser.com
1 天
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on ...
planadviser.com
1 天
Retirement Plan Advisers of the Year in Conversation
Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, ...
planadviser.com
1 天
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what ...
planadviser.com
1 天
IRS Offers Assistance to Those Affected by California Wildfires
The relief measures include extended deadlines for 2024 retirement contributions and penalty-free hardship withdrawals for those affected.
planadviser.com
1 天
Advisers Giving Back: Kristi Baker
The plan adviser discusses her work to help create a university-like program for adults with intellectual and development ...
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