Weekday news and analysis for retirement plan advisers

Tuesday, July 23, 2024 Exclusives | Awards | Research | Events

Data & Research Small Business “Bullishness” Helping to Drive 401(k) Growth PLANSPONSOR surveying shows some leaders in the new and small plan space booked more 401(k)s in 2023 than the prior year. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Expected Drop in Interest Rates Fuels Wealth Management M&A An Echelon Partners report showed robust activity in mergers and acquisition in Q2.

Today’s Most Read 1. Trump Names Acting Secretary for Department of Labor 2. TIAA and Nuveen's Target-Date Annuity Strategies Reach 1 Million Accounts 3. Total Number of Advisers Has Stagnated, Cerulli Reports

5th Circuit Appeals Court Sends DOL ESG Case Back to Texas Court A challenge to the 2022 Department of Labor ESG rule on 401(k) plan investing returns to a Texas district court without reliance on the Chevron deference.

Advisory M&A News – 7/22/24 Avantax adds Long Island-based S&P Financial Services; Blue Owl announces acquisition of Atalaya Capital Management’s business; CW Advisors acquires New Jersey RIA Mercadien Asset Management.

PBGC Single-Employer Insurance Fund Tracking for $71.6B Surplus in 2033 What’s more, the Pension Benefit Guaranty Corporation’s multiemployer fund should remain solvent for at least 40 years.

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