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, …
Prudential, RGA Assume Verizon Pension Obligations of $5.9B
Mar 8, 2024 · Verizon Communications Inc. has transferred $5.9 billion in employee pension obligations through the purchase of single-premium group annuity contracts from Prudential …
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits ...
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 …
Understanding 3 (16) Administrative Services - PLANADVISER
Jan 28, 2014 · The newest is “3(16) Administrator,” and the situation today is much like ten years ago for 3(38) managers—many advisers and nearly all sponsors have never heard of “3(16),” …
Managed Accounts: Past & Present - PLANADVISER
Feb 1, 2024 · These favorable rulings led to the greater availability of managed accounts in plans. Vanguard’’s “How America Saves 2023 ” report found that 77% of plans offered managed …
Magazine Articles - PLANADVISER
Subscribe to PLANADVISER Magazine. Interest Grows in Finding New Uses for Stable Value. MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan …
News Archives - PLANADVISER
Interest Grows in Finding New Uses for Stable Value. MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable …
JP Morgan Launches TDF With Guaranteed Income Annuity
Aug 15, 2024 · Equitable and Prudential are expected insurers for the product, which will be supported by multiple insurers and use “familiar target-date funds and then transition to a …
Protecting Elderly Clients From Financial Abuse | PLANADVISER
Sep 15, 2021 · Kryger’s experience reflects a nationwide trend that financial advisers and plan advisers are increasingly seeing. An analysis by the Consumer Financial Protection Bureau …
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