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401(k) Practice
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401(k) Specialist is the advisor professional’s resource for excelling in their 401(k) practice. It uniquely combines expert analyses, regulatory updates, and industry trends to provide a comprehensive understanding of the 401(k) landscape. The magazine’s dedication to covering a wide array of topics—from investment strategies and plan management to participant engagement techniques—ensures readers have the most current and actionable information at their fingertips. Whether you’re seeking to enhance your knowledge base, stay ahead of industry developments, or find practical solutions to client challenges, 401(k) Specialist equips you with the tools necessary for success in a competitive field.
6 Tax-Friendly Overseas Havens for Retirees
A new report from the overseas experts at International Living highlights six countries where expats can protect their foreign-earned income and live well for less.
Corporate Roundup: Wealth Enhancement Group Acquires $2B RIA, Ascensus, Financial Finesse Extend Wellness Collab
The latest industry news from Wealth Enhancement Group, Ascensus, Financial Finesse, and UBS Wealth Management
Americans List Social Security, Medicare as Priorities for Congress
82% of retirees surveyed in a Transamerica report say they hope Congress and the next president will tackle Social Security's funding shortfalls
U.S. Ranks Highest in Global Financial Assets
The latest Global Wealth Report by Allianz anticipates an increase in U.S. financial assets by over 7% for 2024
Employees Prefer In-Plan Retirement Income Features
The DC survey from Invesco underlines the idea that more participants want to be involved in their retirement investments
LPL CEO Fired Over Workplace Misconduct
The termination follows the recommendation by a special committee of directors, LPL Financial stated
Schwab CEO Bettinger Retiring at End of 2024
Charles Schwab announced today that CEO Walt Bettinger will retire at the end of the year, marking the end of…
Creative Planning Lands Strategic Investment from TPG Capital
The firm's investment will drive further growth at Creative Planning
Alight Partners With Holistic Wellbeing and Fertility Support Services
The firm is growing its Alight Partner Network with Journey and Carrot Fertility
Top 30 Middle-Class Retirement Towns in U.S. 2024
GOBanking Rates ranks the best retirement havens with an eye toward affordability and quality of life