PLANADVISER - The trusted information and solutions resource for ...
PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability to reach this influential audience.
Advisory M&A News – 12/23/24 | PLANADVISER
Dec 23, 2024 · DeVoe Reports 2024 Set a Record for RIA Deal Activity. According to DeVoe & Company, 2024 officially became the most active year for registered investment adviser mergers and acquisitions on record.
Advisory M&A News – 12/31/24 | PLANADVISER
Dec 31, 2024 · “Joining CAPTRUST was a natural next step for our firm because it also believes in the importance of financial planning and is helping us to bring deeper resources to clients, including estate planning, more extensive tax planning, and family office services,” Kelly Campbell, CEO of Campbell, said in a statement. TruNorth, founded in 2005, offers estate planning and multigenerational ...
TDF Growth and Innovation | PLANADVISER
Jan 1, 2025 · Retirement plan litigation is getting no rest in 2024, with lawsuits focused on new areas of retirement plan design and legal developments including a Supreme Court ruling that overturned the Chevron doctrine. This month, we consider various topics related to …
Product & Service Launches – 12/19/24 | PLANADVISER
Dec 19, 2024 · Construct, which was launched in June, gives advisers trade discretion, customization of their clients’ portfolios, and the ability to determine their fee structure. “Advisers require access to their clients’ held-away retirement assets to truly offer holistic financial planning,” Jay Jumper, founder and CEO of Future Capital, said in a statement.
UnitedHealth Group Settles 401(k) Fund Complaint for $69 Million
Dec 13, 2024 · After more than three years of litigation, UnitedHealth Group Inc. has agreed to a $69 million settlement in a class action lawsuit involving fund selection for its 401(k) Savings Plan, according to a court filing on Friday. The proposed settlement, which awaits court approval, aims to resolve claims that the company mismanaged investments in the Wells Fargo Target Fund Suite, potentially ...
Pooled Employer Plans Top $10B in Assets | PLANADVISER
Dec 17, 2024 · The pooled employer plan market has surpassed $10 billion in assets, according to Cerulli Associates, with more than 24,000 employers participating.. The PEP market was created with the passage of the Setting Every Community Up …
5 Marketing Tips for 401 (k) Advisers in 2025 | PLANADVISER
Dec 12, 2024 · Rebecca Hourihan, founder and chief marketing officer of 401(k) Marketing LLC, recently brought her wealth of plan advisory knowledge and her eye for trend-spotting to list some of the top lead-producing campaigns for advisers in 2025. In a conversation with PLANADVISER, she identified five areas advisers might be well-served to lean into in the new year.
2024 PLANADVISER Retirement Plan Adviser of the Year
The 2024 PLANADVISER Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.
IRS Reminds Retirees to Take RMDs Before Year-End
Dec 10, 2024 · The IRS on Tuesday issued a reminder to those aged at least 73 to take their required minimum distributions from defined contribution and individual retirement accounts before the end of the year or face monetary penalties.. Retirement plan and IRA owners must make the annual withdrawal, which is considered taxable income, and may incur penalties if they do not, the IRS warned.