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Tuesday, January 07, 2025
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Deals & People
JP Morgan Bolsters Retirement Unit With Hires From Vestwell, Smart
PAPS-010625-JPMorgan-Hires-2078899790-web

Josh Forstater of Vestwell has been tapped to expand Morgan’s Everyday 401(k), and Tina Anstett of Smart will lead regulatory and legislative thought leadership.

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Advisory M&A News – 1/4/25
Indivisible Partners launches as independent advisory firm; Voya Financial completes acquisition of OneAmerica Financial’s retirement plan business; Marsh McLennan Agency acquires Acumen Solutions Group.
Today’s Most Read
1. 401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24
2. Transamerica Introduces New Logo
3. John Hancock Retirement Announces Partnership With Vestwell
Some Optional SECURE 2.0 Provisions Seeing Minimal Traction
A majority of plan sponsors are not planning to add options such as emergency sidecar accounts or employer matching to Roth contributions, according to a new Alight survey.
Retirement Plan Advisors Announces Staff Promotions
Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie get elevated roles at the $7 billion plan advisory focused on the public sector.
Friday Deadline: Nominate a Plan Adviser of the Year
In addition to efforts in client service, the PLANADVISER Retirement Plan Adviser of the Year awards recognize plan advisers who have demonstrated leadership and a commitment to excellence in mentoring junior staff; improving diversity, equity and inclusion in the industry; and encouraging broader plan access via startup, multiple or pooled employer plans. If you know an adviser who is doing great work in one of these areas, fill out our short nomination form today for the 2025 awards. The deadline is January 10. 
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