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!
Rebutting 7 Retirement Income Concerns
ERISA expert Bonnie Treichel and QPA adviser Matthew Eickman teamed up to consider common objections to in-plan lifetime income options.
Eickman Named Finalist For Client Advocate Of The Year
RIA Intel is delighted to announce the finalists for its third annual RIA Intel Awards.
Month-in-Review: March 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.
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to consider.
2024 Top Retirement Plan Advisers
PLANADVISER is pleased to reveal the 2024 PLANADVISER Top Retirement Plan Advisers.
NAPA Top DC Advisor Team
The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans.