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The deal with Foley Trasimene values Blackstone Group's benefits administrator at about $7.3 billion including debt. Blackstone bought the unit from Aon in 2017.
As several recent deals show, such as OneDigital's purchase of Truist's RPA business, banks offer retirement plan advisers a chance to grow their business.
An evenly divided Senate might tweak rather than overhaul investment-advice policy, such as the treatment of rollovers, while resisting some tax increases Biden advocated during the election.
After private-equity partners lined up to invest in Captrust, which eventually selected GTCR, the firms that were left out were eager to invest. SageView became the most attractive option remaining.
The deal for Vertical Financial Group is the insurance giant’s second big purchase of a retirement plan adviser.
Hours before President Joseph Biden was inaugurated at the U.S. Capitol, the Biden transition team released a list of more than 100 Trump regulations approved since 2017 that it intends to revisit.
Roughly half of American households may not be able to maintain their standard of living in retirement, according to a report from the Center for Retirement Research.
A Department of Labor advisory council compiled a wealth of testimony on the challenges that plan sponsors, advisers, record keepers and others face in identifying retirement savers’ cognitive decline and what options they have when they suspect it.
The company, not wanting to be outdone by an identical move in December by its competitor Vanguard, lowered its investment minimum for defined-contribution plans from $100 million to $5 million.
Overall, the retirement savings products bled $6.7 billion, marking the first such instance of negative net sales since Morningstar began tracking them in 1994, the ratings and research firm reported this week.
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