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Technology Integration 'Linchpin' for In-Plan Retirement Income

PLANADVISERdash - June 27, 2024 Also, CFP Board Files Amicus in Support of Retirement Security Rule
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Technology Integration 'Linchpin' for In-Plan Retirement Income
PAPS-062624-Tech-Needs-for-Retirement-income-1488614998-web
Middleware providers that offer annuity incorporation and portability across retirement plan recordkeeping platforms will play a key role in uptake, according to a new DCIIA study.
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CFP Board Files Amicus in Support of Retirement Security Rule
Brief pushes back on arguments it will be costly to implement and limit advice to retirement savers.
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    June 27, 2024 1:15pm

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