Weekday news and analysis for retirement plan advisers

Thursday, March 28, 2024 Exclusives | Awards | Research | Events

Deals & People Ascensus to Acquire Mutual of Omaha’s 401(k) Business Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Empower to Launch Startup 401(k) Plan Solution The recordkeeper announcement comes as Cerulli forecasts almost 1M plans will be created by 2030.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. 1 Year in, Portability Services Network Covers 15,000 Retirement Plans 3. 401(k)s and the Courts in 2025

Managing a Team Through Transition Business planning expert Cynthia Turoski shares considerations business owners should prioritize.

BlackRock’s Non-ESG Funds Are Still ESG, Mississippi Order Says Mississippi alleges that BlackRock misled investors and should be fined millions.

Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to consider.

Note from the Editor In observance of the Good Friday holiday on Friday, March 29, there will be no PLANADVISERdash tomorrow. The newsletter will resume on Monday, April 1.

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