Weekday news and analysis for retirement plan advisers

Tuesday, August 06, 2024 Exclusives | Awards | Research | Events

Client Service Market Sell-Off Highlights Need for Ongoing Participant Education Advisers say a quiet client response to the market drop is a good example of how regular education helps participants and plan sponsors. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

NFP Hires Adviser Calvelli to Retirement Group Deana Calvelli will report to Joel Shapiro, head of retirement at Aon’s NFP.

Today’s Most Read 1. Gen Z, Millennials Redefining the Future of Work 2. Investors Concerned About the Big, Beautiful Bill's Section 899 3. What’s Next for Managed Accounts?

Student Loan Repayment Startup Summer Acquires Vault Summer buys the student loan benefits firm that has worked with recordkeepers such as Voya and Schwab.

Advisory M&A News – 8/5/24 Bluespring Wealth Partners acquires $1.35B Rodgers & Associates Wealth Advisers; Sentinel Advisory Group, with $300M in client assets, joins Commonwealth from Northwestern Mutual; Ameriprise adds $150M UBS adviser Walstien.

Top Advisers: Diligence About 401(k) Plan Litigation as Crucial as Ever Plan advisers share their expertise on what types of plans are most at risk for 401(k) litigation and how they assist clients.

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