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BY Ted Godbout 4/26/2024
Following a decade of litigation, defined contribution (DC) plan sponsors continue to rank governance and process—a broad category includes much of the “basic blocking and tackling” that plan sponsors do on an ongoing basis—as one of the top areas of focus, a newly released survey reveals. ...
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BY Ted Godbout 4/26/2024
Professional services firm Aon announced April 25 that it has completed its acquisition of NFP, expanding the firm’s presence in the large and fast-growing middle-market segment.
The deal comprises funds affiliated with NFP's main capital sponsor, private-equity firm Madison Dearborn Partners (MDP...
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BY Nevin E. Adams, JD 4/26/2024
Well, here we are again at the end of yet another workweek … and yet, just look at what has happened to these guys and gals…
In Newberry County, South Carolina, the Newberry County Sheriff’s Office has apparently been getting a lot of noise complaints… so much that some people have even flagged...
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BY John Sullivan 4/25/2024
Alera Group is on a tear.
In late March, the Illinois-based independent insurance and financial services firm launched a small market retirement plan solution with Vestwell and Franklin Templeton for employers with fewer than 100 employees—the goal is to bring "large-plan services [to]...
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BY John Sullivan 4/25/2024
High-profile retirement plan industry personalities Bonnie Treichel and Matthew Eickman are teaming up to tackle, among other things, retirement income.
Eickman will transition from his role as National Retirement Practice Leader at Qualified Plan Advisors, parent company Prime Capital Investment...
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BY Ted Godbout 4/25/2024
The right mix for retirement funding doesn’t necessarily mean million-dollar portfolios, but should include advice that allows “chunky spending,” addresses employment outlook, avoids unpleasant retirement surprises, and analyzes living arrangements, a new report suggests.
In fact, it looks as if...
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BY NAPA Net Staff 4/25/2024
Do you have an existing nonqualified plan focus? Are you looking to grow into this rapidly expanding arena?
If so, you won’t want to miss the 2024 NAPA Nonqualified Plan Consultant (NQPC) Conference, Sept. 15-17 in Chicago, Illinois. Taking place at the Loews Chicago O’Hare, the conference will...
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BY Nevin E. Adams, JD 4/25/2024
After plunging to levels not seen since the so-called Great Recession, a new survey picked up on a burst of optimism in retirement confidence. And the picture of retirement FROM retirement looks pretty good.
In fact, two-thirds (68%) of the workers and three-fourths (74%) of retirees surveyed were...
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BY Kelsey Mayo 4/25/2024
The Department of Labor (DOL) released the Retirement Security Rule, informally known as the fiduciary rule, to great fanfare on Tuesday—including a press conference and White House ceremony.
Now that it’s released, what changes does the final rule make to the proposed rule? Here are eight...
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BY Joey Santos-Jones 4/24/2024
Betterment has entered into an agreement with Goldman Sachs to acquire the digital investment accounts of the investment bank's Marcus Invest, as announced on Monday. Betterment will integrate Marcus Invest's accounts into its operations. The company currently manages over $45 billion in assets and...
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