CAPTRUST Tops $1T in Total Assets

Also, Budget Scoring Methods Could Lead to More Complicated Roth Policies

Weekday news and analysis for retirement plan advisers

Wednesday, July 31, 2024 Exclusives | Awards | Research | Events

In Practice CAPTRUST Tops $1T in Total Assets CEO and Co-Founder Fielding Miller attributes part of growth to being one of the first 401(k) advisories: 'We didn't expect this 27 years ago.' News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Budget Scoring Methods Could Lead to More Complicated Roth Policies More tricky Roth provisions could be inserted into retirement plan legislation, as long as budget incentives continue to drive policy decisions.

Today's Most Read 1. Second US District Court Issues Stay of Retirement Security Rule 2. Judge Stays DOL's Retirement Security Rule 3. Pennsylvania Judge Rejects Challenge to FTC's Noncompete Ban

Morningstar: 45% of Americans Will Run Short of Funds if Retiring at 65 A new retirement savings simulation tool by the financial services firm signals widespread retirement shortage.

Retiree Health Care Costs Continue Rising, Milliman Finds Health status, location and age at retirement all affect how much a retiree can expect to spend on health care costs.

July Special Coverage: Participant Services Catch up on all of July's special coverage of participant services in workplace retirement plans.

Industry Intel Roundup Featured Webinars PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. September 24, 2024 DCIO and Investment Menu Survey They say the devil is in the details. That's particularly true when it comes to the investment menu and its results to participants for years-sometimes decades-of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser. December 18, 2024 Year in Review Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions-and anecdotes-from a year in plan advising. March 21, 2024 SECURE 2.0 Now SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients. February 8, 2024 Retirement and Wealth Convergence T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar. November 16, 2023 2023 PA Practice Progress Webinar Series: Participants What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties?These questions and more will be answered in the final webinar in PLANADVISER's Practice Progress series for 2023.

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