Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
PSNC 2024: DB Plan Maintenance
How sponsors of defined benefit pension funds can enhance their maintenance of those offerings, plus considerations for including DB plans in the total retirement planning picture.
Ten Critical Questions About Guaranteed Income
A Q&A with Scott Colangelo, chairman and managing partner of Prime Capital Investment Advisors and the creator of Qualified Plan Advisors.
Month-in-Review: May 2024
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
‘It’s time to solve the problem!’ Workers want a steady retirement income stream
Employers depend greatly on their advisors and consultants – called “gatekeepers,” in a new retirement income white paper that says 83% of plan participants said their employers should offer in-plan retirement income options.
Retirement Income: Participant Needs Trump Demand
As in earlier solutions like auto features and target date funds, proactively providing innovations like retirement income show retirement plan decision makers are thinking ahead about what participants really need
Month-in-Review: April 2024
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Prime Capital Investment Advisors Announces Transition of National Retirement Practice Leader Matthew Eickman
Prime Capital Investment Advisors (PCIA) recognizes the achievements of Matthew Eickman, who is transitioning from his role as National Retirement Practice Leader at Qualified Plan Advisors, the firm’s retirement plan consulting business, to pursue a full-time career in law, writing, and public speaking effective July 2024.
The DOL Fiduciary Rule Is Final. Here’s What Is–and Isn’t–Different From the Proposal.
After six months, 20,000 public comments, and threats of a lawsuit, the Department of Labor has issued a final rule updating fiduciary status for retirement advisors.
Regulatory Developments
If you’ve not yet registered for the 16th Annual Qualified Plan Fiduciary Summit, please take a couple minutes to register now. We’d love to see you there, where we’ll talk about the various developments described below . . . and more!