Willis Towers Watson announced this week that it’s launching a pooled employer plan in the U.S., following its offerings of similar plans in the U.K. and Europe.
Willis Towers said Transamerica will serve as record keeper and administrator for the pooled employer plan, LifeSight PEP.
Pooled employer plans are designed to be used by smaller companies and aim to simplify the work employers have to do to provide a defined-contribution retirement plan for their workers. Willis Towers Watson notes that the LifeSight Pep will make use of many of the services it already provides to employers, such as plan design, governance, investments, outsourced chief investment officer and administration.
“The LifeSight PEP will allow employers to offer a market leading defined contribution plan and employee experience with limited demand on their internal resources, enabling greater focus on strategy and core business,” Michele Brennan, LifeSight U.S. business leader at Willis Towers Watson, said in a statement.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
