Weekday news and analysis for retirement plan advisers

Thursday, July 18, 2024 Exclusives | Awards | Research | Events

Deals & People Human Interest Aims for Public Listing The BlackRock-backed 401(k) provider says its latest $267 million financing furthers a groundwork to go public. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Franklin Templeton Adds Clearwater Stable Value Technology Provider The partnership comes ahead of a likely drop in interest rates that will make the insurance-backed offerings more attractive.

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

World Investment Advisors Acquires Boston Harbor Wealth Advisors $3.5 billion firm joins World (formerly Pensionmark) to expand its growth strategy and enhance its offering to advisers and clients.

American Trust Retirement Launches WorkSaveRetire Program The retirement plan offering is designed to streamline plan operations for plan advisers and sponsors.

Why Chevron Reversal May Make Retirement’s ‘Most Cautious’ Players More Risk-Averse ERISA experts also suggest that longer-term court rulings could lessen regulatory flip-flopping.

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