Weekday news and analysis for retirement plan advisers

Friday, August 09, 2024 Exclusives | Awards | Research | Events

Deals & People Hub Acquires California-Based 401(k) Advisory The aggregator bought the assets of Christopher Clark’s 401(k) advisory, with Clark joining a Hub private wealth office in California. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Product & Service Launches – 8/8/24 Vontobel brings new actively managed mutual fund to US; Voya adds stable value fund with Great Gray Trust; and Fidelity brings new tech stack offering to midsized wealth managers.

Today’s Most Read 1. Retirement Industry Responds to Passage of ‘Big Beautiful Bill’ 2. Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities 3. DOL Submits Request for Information About PEPs to OMB

Judge Dismisses 401(k) Excessive Fee Allegations Against Tyson Foods Judge rules for Tyson in employee lawsuit alleging the company overcharged participants for bundled recordkeeper fees and failing to solicit competitive bids.

Vestwell Takes ‘Rainy Day’ Savings Literally The digital recordkeeper has a new tax-deferred savings program that makes automatic contributions dependent on when it rains in the saver’s neighborhood.

Workplace Advice Use Trending Up, But Age, Assets Matter Data from Hearts & Wallets found that more middle-asset, middle-aged households are turning to the workplace for financial guidance, but how widely that spreads is an open question.

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