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Tuesday, January 14, 2025
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Transamerica Introduces New Logo
PA-01125-Transamerica-Rebrand-1320643736-PU-web
The rebranding campaign is meant to highlight Transamerica’s commitment to middle-income Americans.
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Advisory M&A News – 1/13/24
Mariner acquires Cardinal Investment Advisors; Northwestern Mutual and Sixth Street announce partnership; Mercer Advisors adds Edward Vance Investment Management; and more.
Today’s Most Read
1. Answering Questions About SECURE 2.0 Catch-Up Provisions
2. Income Target-Funds Reach $22B in Assets in 2024
3. DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
Corporate Pension Funding Status Rose in December, Ending Strong in 2024
Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension liabilities. 
IRS, Treasury Release Proposed Regulations on SECURE 2.0 Provisions
The agencies issued guidance on how plan administrators can comply with the Roth catch-up rule that begins in 2026 and, separately, on requirements for auto-enrollment in new plans.
How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
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