NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP.
The offering is geared toward businesses and state auto-IRA programs.
The bill now moves to President Biden for signature ahead of the June 5 default date.
The recommended focus areas include emergency savings and defined benefit annual funding notices.
SECURE 2.0 laid out changes to IRS correction programs, but the May guidance clarifies how they will operate until the final version is set.
The wealth manager will now provide employers with a wellness platform that connects back to their wealth adviser services.
Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and enhanced digital wallet; and more.
The House bill, passed Wednesday, would suspend the debt ceiling until 2025.
Omega, based in Fort Worth, is CAPTRUST’s second deal in Texas this year.
The bill would require the SEC to study and update its definition of ‘small entity,’ which could significantly impact independent financial advisers.
Current CEO Larry Raffone will become chairman of the board while remaining a meaningful shareholder.
The deal would boost Franklin’s defined contribution asset management to $90 billion in AUM, while Great-West, parent of Empower, will gain a stake in Franklin.
