401(k) Real Talk Episode 122: September 18, 2024

Sep 18, 2024

Open, honest and candid discussion about One America's deal with Voya, Alera Retirement's growth, August job numbers, the Wealthies and more.

Convergence Pitting Advisors Against Record Keepers at the Workplace

Sep 16, 2024

Who wins, loses or collaborates?

Voya to Acquire OneAmerica’s $60B Retirement Plan Business

Sep 11, 2024

For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.

Convergence, Small Plan Explosion and Activating Wealth Advisors Dominate RPA Broker/Dealer Roundtable

Sep 09, 2024

Attendees got heated talking about record keepers investing in and promoting services that compete with advisors.

401(k) Real Talk Episode 121: September 4, 2024

Sep 04, 2024

Open, honest and candid discussion about TIAA outsourcing, a new report on IRA rollover abuses, analysis of forfeiture lawsuits, state mandates and more.

How Convergence Is Changing the RPA, RIA M&A Markets

Sep 03, 2024

It’s not a fad.

401(k) Real Talk Episode 120: August 28, 2024

Aug 28, 2024

Open, honest and candid discussion about DOL Jobs growth numbers, phased retirement and more.