The deal adds over 350 retirement plans and about $13 billion in assets to Creative Planning’s existing retirement plan services team.

PE firms like KKR are gaining access to vast IRA wealth through Schwab and Fidelity.

Workers in the US are increasingly concern about potential cuts to Social Security benefits in the coming decade.

A report by Vanguard says changes in the retirement industry will help younger workers afford more in retirement.

The Garden State is the seventh to partner with Vestwell for its state retirement program.