Stay updated with breaking news from John Jurik. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
/PRNewswire/ -- Transamerica, a leading retirement and life insurance company, is proud to announce its selection as the recordkeeper for Gallagher's new...
The enterprise left Kestra for Triad Advisors as part of the largest recruiting addition to the independent wealth manager in years.
/PRNewswire/ -- Advisor Group Inc., the nation's largest network of independent wealth management firms, today announced the addition of Gallagher's Retirement...
What elite RPAs think about PEPs Pooled employer plans, or PEPs, could dramatically change the 401(k) business, but only if employers decide to adopt them. January 14, 2021 3 MINS Pooled employer plans under the SECURE Act could completely change the defined-contribution industry, or they could have very little impact. They present an incredible opportunity to pool plans to mitigate work and fiduciary liability as well as to lower costs — but the question is whether the market will adopt them Though record keepers and third-party administrators are most aggressive and ...