PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, …

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 …

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. …

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 …

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 …

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 …

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 …