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planadviser.com
1 天
ERISA Committee Wants More Guidance From IRS on Student Loan Matching
The ERISA Industry Committee is looking for more guidance from the IRS on how retirement plan sponsors can satisfy ...
planadviser.com
1 天
Financial Security First
The U.S. Department of Labor will convene the 2024 Advisory Council on Employee Welfare and Pension Benefit Plans, commonly ...
planadviser.com
2 天
World Investment Advisors Starts Custodial Relationship With Raymond James
The partnership comes after the company formerly known as Pensionmark acquired a $3.5 billion Raymond James firm.
planadviser.com
2 天
UC Schools Report Fraudulent Activity in Fidelity Retirement Accounts
The issue affected Fidelity retirement plan accounts at UC Davis and other schools in the University of California system.
planadviser.com
2 天
John Hancock Retirement Appoints Shannon Stiles as Head of Participant Outcomes
Stiles left Fidelity to take the new role, which will focus on boosting participant engagement and financial wellness.
planadviser.com
1 天
Department of Labor Schedules ERISA Advisory Council Meeting
The U.S. Department of Labor will convene the 2024 Advisory Council on Employee Welfare and Pension Benefit Plans, commonly known as the ERISA Advisory Council, on October 22. The meeting will be held ...
planadviser.com
3 天
Elections, Inflation Top Client Concerns for Financial Advisers
A survey of 300 FAs found clients fretting over the fall elections and a market downturn, while advisers are more concerned ...
planadviser.com
3 天
New PEP for Head Start Programs Launches With Oregon-Based Plan Sponsor
The pooled employer plan focused on 403(b) nonprofit educational programs is sponsored by GPS, with investment fiduciary ...
planadviser.com
9 天
CFP Board Receives $150,000 Donation for Women’s Scholarship
The Certified Financial Planner Board of Standards Inc. has announced a $150,000 donation from Charles Schwab Corp.’s Schwab ...
planadviser.com
4 天
T. Rowe Price Enters In-Plan Lifetime Income Market
MLI integrates into T. Rowe Price’s existing participant platform, which includes a retirement income estimator that allows ...
planadviser.com
3 天
Stable Value Players Meet Amid Recovering Market, Decumulation Push
At SVIA’s conference in Washington D.C. this week, participants considered what lower interest rates mean for the defined ...
planadviser.com
5 天
September Shows Slight Decline in Funding Status for Most DB Plans
U.S. corporate pension funding ratios dipped slightly in September, as falling yields drove liabilities higher than could be ...
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