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Aon PEP hits $2 billion in assets

I joke that you will hear many announcements about pooled employer plans starting, but very little ...

HUB makes another purchase

AFS 401(k) Retirement Services, LLC (AFS 401(k) Retirement Services) and AFS Financial Group, LLC h...

Empower has $10 billion in small 401(k) plan sales

There is still big business with small plans. Empower has reported it has achieved sales of more...

IRS Issues Long Time, Part Time regulations

The Internal Revenue Service finally released regulations for 401(k) plans for long-term, part-time...

Employee Fiduciary launches future value 401(k) calculator

Employee Fiduciary, LLC has launched a new calculator to demonstrate the future value of 401(k) fee...

Deferrals are steady, withdrawals and loans are up

These are hectic times, so we always look to what participants do in the 401(k) plans to see what t...

IRS Announced the 2024 plan limits

Inflation is affecting retirement plan limits again. Starting in 2024, employees can contribute ...

Creative Planning buys Mesirow team

Registered investment advisor (RIA) Creative Planning announced the purchase of Mesirow’s corpora...

DOL proposed new fiduciary rule

The Department of Labor proposed a new fiduciary rule. The proposed rule would end the tradition...

Bitcoin will be visited again

Despite my concerns about allowing crypto options in 401(k) plans, that issue will be back for us. ...