RPA Edge

Highlights

Hub International Acquires $2.3B AFS 401(k) Retirement Services

Dec 04, 2023

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in...

Authenticity Is The Word of the Year

Dec 04, 2023

Authentic advisors will resonate and stand out as AI and social media grows.

401(k) Real Talk Episode 87: November 29, 2023

Nov 29, 2023

Open, honest and candid discussion about fund lawsuits, DC plan trends, 403(b) use of PEPs.

Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy.

Leave this field blank

Commonwealth Lures $3B San Diego Team From Lincoln Investment

Nov 28, 2023

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.

Court Case Threatens Compensation Model for RPAs, Providers

Nov 27, 2023

The Bugielski case concerns whether the plan sponsor had a duty to consider the fee their record keeper received from a brokerage account and managed account provider.

401(k) Real Talk Episode 86: November 22, 2023

Nov 22, 2023

Open, honest and candid discussion about cyber hacks, the new DOL fiduciary rule, Envestnet's partnership with Empower, AI and more.

RPAs Need Wealth Management Skills to Serve Unadvised, Ignored 401(k) Participants

Nov 20, 2023

While wealth advisors need to serve smaller/start-up plans.

Seven Reasons Why RIAs Should Offer 401(k) Plan Services to Clients

Nov 15, 2023

Managing defined contribution plans solidifies relationships with existing clients while potentially opening doors to new, long...

401(k) Real Talk Episode 85: November 15, 2023

Nov 15, 2023

Open, honest and candid discussions about the latest news in the RPA industry.