Americans Want Government to Shore Up Social Security Funding Ahead of fall elections, Americans have signaled their commitment to Social Security, but whether politicians listen and act remains uncertain, per experts at an NIRS webinar. https://bit.ly/3A0YzMv
PLANADVISER
Book and Periodical Publishing
New York, New York 2,073 followers
Winning strategies for retirement plan advisers.
About us
The trusted information and solutions provider for retirement benefits decisionmakers.
- Website
-
https://www.planadviser.com/registration/?pk=PALI23
External link for PLANADVISER
- Industry
- Book and Periodical Publishing
- Company size
- 11-50 employees
- Headquarters
- New York, New York
- Founded
- 2006
Updates
-
Survey: Workers Expect 401(k) to be Main Source of Retirement Income Charles Schwab surveying also found less optimism in Social Security, while separate polling by J.P. Morgan saw more 401(k) confidence from those working with an adviser. https://bit.ly/3zVliJZ
Survey: Workers Expect 401(k) to be Main Source of Retirement Income | PLANADVISER
planadviser.com
-
Judge Stays DOL’s Retirement Security Rule The preliminary injunction issued in a Texas district court comes with the fiduciary rule scheduled to take effect September 23. https://bit.ly/3zZpuby
Judge Stays DOL's Retirement Security Rule | PLANADVISER
planadviser.com
-
Pennsylvania Judge Rejects Challenge to FTC’s Noncompete Ban The ruling contradicts an injunction a Texas court scheduled to take effect in September. https://bit.ly/3WFvuiI
Pennsylvania Judge Rejects Challenge to FTC's Noncompete Ban | PLANADVISER
planadviser.com
-
Wealth Enhancement Group Nearing $5B in Retirement Plan Coverage The wealth and retirement plan advisory is leaning on its holistic plan offerings for current and future advisers. https://bit.ly/3WdBhue
Wealth Enhancement Group Nearing $5B in Retirement Plan Coverage | PLANADVISER
planadviser.com
-
PE Firm KKR to Acquire Janney Broker/dealer Janney will bring its $150 billion in client assets but remain an independent business. https://bit.ly/3YiLb0u
PE Firm KKR to Acquire Janney | PLANADVISER
planadviser.com
-
Advisory M&A News – 7/22/24 Avantax adds Long Island-based S&P Financial Services; Blue Owl announces acquisition of Atalaya Capital Management’s business; CW Advisors acquires New Jersey RIA Mercadien Asset Management. https://bit.ly/3YfcVTC
Advisory M&A News – 7/22/24 | PLANADVISER
planadviser.com
-
The Scramble to Make the Saver’s Match Work Industry groups, including Pew Research Center and the Retirement Clearinghouse, game plan while awaiting a Treasury request for information. https://bit.ly/3WAcGRP
The Scramble to Make the Saver's Match Work | PLANADVISER
planadviser.com
-
PensionPro Announces Partnership With Payroll Integrations to Support TPAs Plus, July Business Services acquires Acuff to strengthen its administration and actuarial services. https://bit.ly/4cOtl9Q
PensionPro Announces Partnership With Payroll Integrations to Support TPAs | PLANADVISER
planadviser.com
-
Small Business “Bullishness” Helping to Drive 401(k) Growth PLANSPONSOR surveying shows some leaders in the new and small plan space booked more 401(k)s in 2023 than the prior year. https://bit.ly/3zUA1EO
Small Business “Bullishness” Helping to Drive 401(k) Growth | PLANADVISER
planadviser.com