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The future of 401(k) plans looks bright
But only if retirement plan advisers lead the way
401(k)s treat fixed income as an afterthought: Survey
Defined-contribution plans generally place more emphasis on stock funds than fixed-income options
The online evolution of retirement plan practices
There are opportunities in the defined-contribution world in the wake of the pandemic
Pru is one contender for MassMutual’s retirement business
There's considerable overlap in the types of defined-contribution plans the two companies serve, particularly in the Taft-Hartley, government and nonprofit areas
MassMutual looks to sell retirement biz: report
The financial services firm sold its OppenheimerFunds business a couple of years ago
Fiduciary lessons from COVID-19 crisis
The handling of the pandemic provides plenty of examples of how to build (or lose) client trust
3 Questions: Captrust supporting vulnerable communities
Tiffany Larew describes how the firm's employees raised $145,000 to aid U.S. nonprofits helping those most hurt by pandemic's fallout
The CARES Act: Relief for retirement plan participants
Plan sponsors will need to amend their plans to cover the CARES Act changes that they decide to implement
What’s the future for retirement plan adviser M&A?
Valuations might have peaked in the wake of the COVID-19 pandemic, but deals are still happening
How the COVID-19 crisis is affecting 401(k) sales
Amid the pandemic, many plan advisers are focusing more on customer service, and the shift to working with clients remotely is likely to accelerate
A crisis is a terrible thing to waste
How the COVID-19 pandemic could change the 401(k) market
Captrust stays hungry with purchase of $5.5 billion advisory firm
The deal closed just ahead of the market downturn
The SECURE Act’s unprecedented opportunities
As the legislation brings about big changes in the retirement plan market, will advisers benefit or will they be drowned?
New Vestwell infrastructure removes traditional record keepers from retirement plan administration
Vestwell now brings all non-custody services in-house
Retirement plan adviser M&A market poised to explode
The mergers and acquisitions boom in the plan adviser market is only just beginning
Captrust acquires $654 million Fountain Financial
The acquisition will be the firm’s fourth location in North Carolina
Plan advisers get some relief on proposed California privacy regs
The state's new data-privacy law created a disclosure headache
Who benefits from the SECURE Act?
Despite the legislation's encouragement of pooled employer retirement plans, working with the small businesses likely to be most interested could be challenging
DiMeo Schneider picks up $84 billion RIA
The Chicago-based firm is acquiring Fiduciary Investment Advisors, creating a company with $180 billion in combined assets under administration
Retirement plan adviser M&A stays hot with OneDigital deal for Resources
OneDigital's acquisition of Resources Investment Advisors includes $45 billion in assets under administration
