Weekday news and analysis for retirement plan advisers

Friday, September 06, 2024 Exclusives | Awards | Research | Events

Deals & People Alera Group Acquires $24B Advanced Capital Group The acquisition is the largest for Alera’s retirement plan services division and more than doubles its total assets. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Federal Regulators Seek Comments on Saver’s Match Contributions Responses are requested by November 4 for the program scheduled to launch in 2027.

Today’s Most Read 1. What Should Fiduciaries Expect in Health Plan Service Fee Disclosures? 2. Annuities Options Get Bipartisan Backing in House Hearing 3. Busting 5 Myths About Private Market Investments

More Participants Plan IRA Rollovers in 2024 Cogent Syndicated by Escalent finds a jump in rollover intent among respondents interested in an IRA; a Human Interest survey, meanwhile, shows the need for care in retirement planning among participants.

Product & Service Launches – 9/5/24 American Life launches new fixed-indexed annuity; NAIC graduates 23 from diverse women in alternative investing program; and nudge publishes free financial wellness guide for employers.

Nationwide Shifts Advertising to Highlight Financial, Plan Services A new Nationwide marketing campaign will highlight financial services that include financial and 401(k) plan services, in contrast to home and auto insurance.

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