Mutual Fund Fees in 401(k)s Have Dropped by More Than Half This Century

Also, Off-Channel Communication Tops Adviser Compliance Focus

Weekday news and analysis for retirement plan advisers

Wednesday, July 17, 2024 Exclusives | Awards | Research | Events

Data & Research Mutual Fund Fees in 401(k)s Have Dropped by More Than Half This Century ICI data show the steady drop in mutual fund fees, even as the most popular 401(k) investment vehicle faces competition from cheaper CITs. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Off-Channel Communication Tops Investment Adviser Compliance Focus Communications such as using personal texts with clients topped the marketing rule as the 'hottest' SEC regulatory concern for investment advisories.

Today's Most Read 1. Bain Capital and Partners to Acquire Envestnet for $4.5B 2. Why Chevron Reversal May Make Retirement's 'Most Cautious' Players More Risk-Averse 3. June Pension Funding Ratios Soar With Interest Rate, Equity Gains

Insurers Respond to DOL to Forward Fiduciary Rule Lawsuit Insurance industry advocates press forward with an attempt to get an injunction on the Retirement Security Rule before the September deadline.

Craig Hawley Promoted to Lead Nationwide Annuity Practice He will transition from his current position leading retirement solutions to take the spot of the recently retired Eric Henderson.

Thornburg Investment Management Announces 2 Leadership Additions The firm named Billy Rogers as chief operating officer and Jodan Ledford as head of Institutional.

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.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850