Weekday news and analysis for retirement plan advisers

Friday, October 25, 2024 Exclusives | Awards | Research | Events

Deals & People Interest Still Strong in Retirement Plan Adviser Acquisitions An M&A trends report from Marshberry shows slowing, yet still robust, dealmaking for retirement plan advisories, as scaled and multi-service providers dominate the market. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Product & Service Launches – 10/24/24 Morgan Stanley fund lands $2B in capital commitments; Transamerica managed advice available for contractors PEP; OneDigital launches new benefits platform; and more.

Today’s Most Read 1. DOL Completes Proposed Rule on Alternative Investments in DC Plans 2. ‘Hyper-Personalized’ AI Tools Could Add $405M in Retirement AUA by 2034 3. Human Interest Announces Price Match Guarantee

US Retirement & Benefits Partners Acquires Pension Planning Consultants In an additional sign of further retirement, benefits and wealth consolidation, Alera Group acquired Berkshire Fairfield Insurance Agency and Scarafoni Financial Group.

Pfizer Gets 401(k) Plan Fee Lawsuit Tossed A federal judge dismissed allegations made by a former Pfizer employee that the pharmaceutical company charged unreasonable recordkeeping and administrative fees.

Meet Emerging Leader Terra Jahns Today’s Emerging Leader Q&A is with Terra Jahns relationship manager, retirement plan services, HUB Retirement & Wealth Management.

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