资讯

Calling it a personalized retirement investing experience, LeafHouse and Capital Group announced the launch of “a data-driven personalization service designed to improve retirement outcomes for ...
The firms announced that they have formed a strategic relationship to offer Nuveen target-date funds with embedded TIAA lifetime income for retirement plan recordkeeping clients of Transamerica.
But first — a reminder that the 2026 NAPA 401 (k) Summit will be held April 19-21 in Tampa Bay, Fla. You’ll definitely want to mark your calendars for this one!
Noting that “…the Secretary has an interest in effectuating ERISA’s express purpose of ‘establishing standards of conduct, responsibility, and obligation for fiduciaries of employee benefit plans,’” ...