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Effective URL: https://www.planadviser.com/
Submission: On November 22 via api from US — Scanned from DE
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* * * News & Columns * Deals & People * Practice Management * Products * Client Service * Data & Research * Investing * Compliance * Browse All Topics * Exclusives * Awards * Research * Thought Leadership * Articles * White Papers * Events * Webcasts * Video * Magazine * Search * * * * * * LOG IN * REGISTER * ABOUT PA * CONTACT US * NEWSLETTERS * PLANADVISER Dash * Spotlight * Subscribe * MAGAZINE * Archive * * * News & Columns ► * Deals & People * Practice Management * Products * Client Service * Data & Research * Investing * Compliance * Browse All Topics * Exclusives * Awards * Research * Thought Leadership ► * Articles * White Papers * Events * Webcasts * Video * Magazine * Search * * LOG IN * REGISTER * * * News & Columns * Deals & People * Practice Management * Products * Client Service * Data & Research * Investing * Compliance * Browse All Topics * Exclusives * Awards * Research * Thought Leadership * Articles * White Papers * Events * Webcasts * Video * Magazine * Search * -------------------------------------------------------------------------------- SPECIAL COVERAGE: SOCIAL SECURITY AND MEDICARE Planning for and managing Social Security and Medicare are crucial components of retirement. They're also complicated and full of details that advisers and plan sponsors should be aware of to help maximize participants' use of these benefits. SPECIAL COVERAGE: SOCIAL SECURITY AND MEDICARE Planning for and managing Social Security and Medicare are crucial components of retirement. They're also complicated and full of details that advisers and plan sponsors should be aware of to help maximize participants' use of these benefits. LATEST NEWS Compliance November 22, 2022 DOL FINALIZES RULE OPENING DOOR TO ESG INVESTING IN RETIREMENT PLANS The DOL announced a final rule that retirement plan fiduciaries can consider climate change and other ESG factors when selecting investments, reversing a Trump-era rule. Investing November 22, 2022 ALTERNATIVE ASSET MANAGERS RELEASE TOOL FOR ESG DISCLOSURE The ESG Integrated Disclosure Project is intended to provide a standard format for ESG-related disclosures and to offer companies a baseline from which to develop their ESG reporting capacity. Compliance November 22, 2022 S&P GLOBAL SETTLES MORTGAGE-BACKED SECURITY CASE WITH SEC Ratings agency agrees to $2.5 million fine over charges its sales and marketing team influenced analytics. Investing November 22, 2022 SELF-DIRECTED INVESTORS CONFIDENCE DOWN DUE TO CHALLENGING MARKET Nearly half of self-directed investors feel less confident in their ability to save enough money to live comfortably throughout retirement, according to The Janus Henderson 2022 Retirement Confidence Report. INSIDE THE MAGAZINE PLANADVISER SEPT/OCT 2022 Publisher’s Note A FUTURE OF ‘COOPETITION’ Compliance News LEGISLATIVE AND JUDICIAL ACTIONS Trends TALENT MANAGEMENT TRENDS Trends VESTING UNDER SCRUTINY Publisher’s Note A FUTURE OF ‘COOPETITION’ Compliance News LEGISLATIVE AND JUDICIAL ACTIONS Trends TALENT MANAGEMENT TRENDS Trends VESTING UNDER SCRUTINY Trends OF MUTUAL BENEFIT Trends SAVINGS FOR LOW-EARNERS Trends ON THE MOVE Trends TALKING POINTS Data Points A HELPING HAND Beyond 401(k) / Participant Services THE FULL POTENTIAL PANC 2022 PLANADVISER NATIONAL CONFERENCE Beyond 401(k) / Cover Story THE POSSIBILITIES AHEAD Beyond 401(k) / NQDC Plans NQDC INVESTMENT MENUS Beyond 401(k) / PEPs PEPS’ SLOW GROWTH Beyond 401(k) / 403(b) Plans REG BI’S IMPACT ON 403(B)S Beyond 401(k) / Small Plans SCALING FOR THE FUTURE ERISA vista ROLLOVER RULES FOR 457(B) PLANS Compliance Consult PRINCIPAL TRADING Plan Design / Q&A JORGE BERNAL MORE NEWS Data & Research November 22, 2022 PLAN ADVISERS VALUE TRUSTWORTHINESS, “PERSONAL” TOUCH FROM DC RECORDKEEPERS Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated brand survey. Compliance November 21, 2022 SEC COLLECTS RECORD $6.44B ON 760 ENFORCEMENT ACTIONS IN FISCAL 2022 The regulator raked in close to $4.2 billion in civil penalties, nearly three times the $1.46 billion collected the previous fiscal year. Investing November 21, 2022 TOP ESG FOCUS AREAS FOR BIG INVESTORS ARE LABOR RIGHTS, GENDER EQUALITY Institutional investors in Q3 are not overwhelmingly focused on climate issues, with 41% considering social and governance concerns, according to ISS ESG. Practice Management November 21, 2022 FINANCIAL FIRMS LOOKING TO HBCUS, “PIPELINE” PROGRAMS TO BOLSTER DIVERSITY Two new programs focus on advancing diversity in the financial management space by working with historically black colleges and students. Deals & People November 18, 2022 RETIREMENT INDUSTRY PEOPLE MOVES $5 billion multi-family office and investment firm Nordwand Capital launches in Pennsylvania; Millennium Trust names new CEO; Cetera bolsters business development team with three new hires; and more. Compliance November 18, 2022 SECURE 2.0 ENJOYS WIDESPREAD AND CONSISTENT INDUSTRY SUPPORT Industry actors and interest groups continue to express enthusiastic support for SECURE 2.0 and support its passage in the coming weeks. Data & Research November 18, 2022 SHARP YEAR-END DECREASE IN BONUSES EXPECTED FOR FINANCIAL SECTOR In the financial services sector, base salaries increase 4% to 5% for the second straight year in 2022, while bonuses are set to fall amid volatile markets, according to Johnson Associates. Practice Management November 18, 2022 EXPERT PANEL: TODAY’S RETIREMENT PLAN ADVISORIES REQUIRE SPECIALIZATION An evolving small business market, increased regulation, and shifts in client needs all lead to more specialized retirement plan advisement, according to a panel held by American College. Investing November 17, 2022 CURRENT ANNUITIES BOOM STILL LIKELY FAINT FOR DC-PLAN ADVISERS Annuity sales are on a tear in 2022, drawing interest, but potentially limited implementation from defined contribution retirement plan advisers and sponsors. Compliance November 17, 2022 DOL HOSTS PUBLIC HEARING ON QPAM PROPOSAL The commentators and DOL representatives had stark disagreements on the implications of some the proposal’s provisions. Products November 17, 2022 INVESTMENT PRODUCT AND SERVICE LAUNCHES MarketVector announces partnership with portfolio-as-a-service provider; J.P. Morgan Wealth Management launches remote investing advice; T.Rowe Price launches floating rate ETF; and more. SEE ALL NEWS By using this site you agree to our network wide Privacy Policy. OK, GOT IT MOST POPULAR MOST READ MOST EMAILED * Data & Research 53% OF SAVERS WHO RELY ON WORKPLACE PLANS DON’T WORK WITH ADVISERS * Compliance DOL REJECTS FORUSALL’S ‘TACTICAL RETREAT’ IN CRYPTO RETIREMENT CASE * Investing FTX BANKRUPTCY HAS CHILLING EFFECT ON CRYPTO USE IN RETIREMENT PLANS * Practice Management RECORDKEEPER CONSOLIDATION LEADS TO DROP IN PROPRIETARY PRODUCT SHARE, OPENING DOOR FOR ASSET MANAGERS * Data & Research RETIREMENT ACCOUNT BALANCES DOWN 21% OR MORE IN Q3, FIDELITY DATA SHOWS * Compliance DOL REJECTS FORUSALL’S ‘TACTICAL RETREAT’ IN CRYPTO RETIREMENT CASE * Data & Research DETERMINING HEALTH COST NEEDS IN RETIREMENT IS COMPLEX * Data & Research OLDER AMERICANS IN URGENT NEED OF RETIREMENT INCOME EDUCATION * Client Service SOCIAL SECURITY CLAIMING IS ADVICE OPPORTUNITY * Client Service PSNC 2015: RE-VISIONING RETIREMENT THOUGHT LEADERSHIP SPOTLIGHT MORE * The Right Team Is Key to a Successful PRT Sponsored by Nationwide MARKET MIRROR * Monday, the Dow lost 45.41 points (0.13%) to close at 33,700.28, the Nasdaq decreased 121.55 points (1.09%) to end trading at 11,024.51 and the S&P 500 decreased 15.40 points (0.39%) to close at 3,949.94. The Russell 2000 lost 10.59 points (0.57%) to close at 1,839.14 and the Wilshire 5000 decreased 192.23 points (0.49%) to close at 39,247.66. The price of the 10-year Treasury note increased 1/32, bringing the yield down to 3.833% The price of the 30-year Treasury note decreased 4/32, bringing the yield up to 3.904%. INDUSTRY WHITE PAPERS * Keep up to date with PLANADVISER’s Industry Intelligence FOLLOW PLANADVISER * * * * PLANADVISER * News & Columns * Exclusives * Awards * Research * Thought Leadership * Events NEWSLETTERS * Planadviser dash * Spotlight * Subscribe ABOUT PA * About Us * Contact Us * Reprints & Permissions * Advertise * Privacy Policy ADVERTISE WITH PLANADVISER LATEST ISSUE PLANADVISER SEPT/OCT 2022 PLANADVISER IS OPTIMIZED FOR SUBSCRIBE TO THE PRINT EDITION SUBSCRIBE TO THE DIGITAL EDITION * CIO * PLANADVISER * PLANSPONSOR 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com Copyright ©2022 Asset International, Inc. 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