noteworthy Jan-Feb 2009

Note Worthy

The Year in Conferences

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Compliance

March 16th, 2026

The Department of Labor argues ex-advisers lack legal standing to contest advisory opinion in arbitration dispute.

Products

February 24th, 2026

Carta 401(k) provides retirement guidance to high-growth companies using technology from Vestwell and oversight from Morgan Stanley.

Deals & People

December 9th, 2025

The deal also adds 350,000 savers to Vestwell’s platform.