2024 PLANADVISER DCIO Survey

Also, Voya Tops $100B In Multiple Employer Assets

Weekday news and analysis for retirement plan advisers

Wednesday, August 21, 2024 Exclusives | Awards | Research | Events

2024 PLANADVISER DCIO Survey Assets in defined contribution plans keep growing, but so does the scramble for relevant investment solutions as plan sponsors remain focused on low fees. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Voya Tops $100B In Multiple Employer Assets Announcement comes shortly after Voya bulked up its MEP sales team.

Today's Most Read 1. JP Morgan Launches TDF With Guaranteed Income Annuity 2. Missouri Court Strikes Down Anti-ESG Rules 3. SEC Fines 26 Firms for Off-Channel Client Comms Violations

Commonwealth Gets $7M JPMorgan Funding for Low-Income Worker Program The nonprofit will use the funds to launch an initiative to provide financial education to low- and moderate- income workers.

Recordkeepers Ascensus, July Make Divisional Hires Ascensus hires new nonqualified plan head from MassMutual; July hires national sales lead and promotes former sales director to lead third-party partner services.

Nordstrom Suit, HP Revival Add to 401(k) Forfeiture Cases A Wagner Law Group attorney says plan sponsors should review their plan documents, as Nordstrom is the latest employer challenged over its use of forfeited funds.

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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