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.

Dec 15, 2023 · The Securities and Exchange Commission on Friday released a report on its accredited investor definition, noting concerns that expertise was not being emphasized enough in the definition and that retirement assets should be excluded from the wealth threshold. An accredited investor is someone eligible to invest in private offerings on their own behalf. There are multiple ways to qualify ...

The finalists of the 2023 PLANADVISER Retirement Plan Adviser of the Year awards have been revealed! Read all about the finalists here.

May 31, 2018 · Two new IRS publications lay out important rules and clarifications for when and how to prorate compensation and benefit limits for short plan years.

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 if they have what was designated as a special focus in any particular plan type, if they are women and if they are younger than 40.

Nov 1, 2023 · Fidelity Investments announced on Wednesday 14 new collective investment trust investment vehicles that include 5% exposure to direct real estate—with the potential for other alternative assets in the future. Fidelity’s asset management arm has launched the Freedom Plus Commingled Pool target-date series for eligible qualified retirement plans. The investment strategy is designed to ...

Dec 28, 2023 · Updated with Corection The Internal Revenue Service issued an 81-page question-and-answer notice related to several provisions of the SECURE 2.0 Act of 2022, that became law almost exactly a year ago. The document is titled “Miscellaneous Changes Under the SECURE 2.0 Act of 2022.” The notice provides clarity on automatic features, tax credits, de minimis incentives, Roth matching ...

May 8, 2024 · Money markets may be attractive options in the short term, but stable value funds’ case may be poised to strengthen when rates finally come down.

Oct 16, 2024 · Stable value fund industry players met in Washington D.C. this week in what should be a more attractive interest rate environment for the tax-qualified-only retirement plan investment vehicle. The Stable Value Investment Association ran the event, with sessions focused on how interest rates, demographics and politics will affect the market for stable value funds, a capital-preserving defined ...

Jan 2, 2025 · Dempsey et al. v. Verizon Communications Inc. et al. claims that Verizon and SSGA chose the “cheapest available” annuities, as opposed to the “safest available,” which is the standard set by the Department of Labor’s Interpretive Bulletin 95-1. The plaintiffs are being represented by Edward Stone Law P.C., which also has filed other PRT-related lawsuits, including one against SSGA ...