Six Questions Employers Often Ask Before Making Retirement Plan Changes
When employers start thinking about updating their retirement plan, the conversation often begins the same way: a mix of curiosity, uncertainty, and a genuine desire...
acquisition
Wealth Advisors Are Coming for the 401(k) Market
Retirement plan advisors (RPAs) and recordkeepers have a real challenge on their hands: wealth advisors are coming for their turf. And honestly, it’s not hard...
What the SageView Acquisition Means for Advisors
Creative Planning’s purchase of SageView Advisory Group is more than just another M&A headline—it may mark the start of Stage 3 in the consolidation of...
How Consolidation & Convergence Are Shaping the 401(k) Industry
The 401(k) industry is undergoing significant changes due to consolidation and convergence, driven by the increasing demand for plan sponsors to support employees and the...
Great Gray Acquires RPAG: What This Means for the RPA Industry
Great Gray has acquired RPAG, a leading 401(k) practice management platform for retirement plan advisors. Despite the acquisition, RPAG will continue to operate under its...
Navigating Employee Benefits & Retirement Plans During Acquisitions
Navigating Employee Benefits & Retirement Plans During Acquisitions Expanding through acquisitions allows companies to scale quickly, but it also brings significant challenges, particularly in managing...
Words Make All the Difference in Improving Participation and Outcomes
Canadian philosopher and media theorist Marshall McLuhan is famous for coining the phrase, “The medium is the message.” His iconic observation suggested that the form...
Voya’s Acquisition of OneAmerica: What Advisors Need to Know
Voya’s recent acquisition of OneAmerica’s retirement division is noteworthy, particularly due to the significantly lower price compared to previous industry acquisitions. This deal highlights the...
Aligning Retention Strategies with Talent Needs
Aligning Retention Strategies with Talent Needs In this highly competitive labor market, it’s crucial that employers implement strategies that not only focus on retaining talent...
Navigating Retirement Planning’s Evolution: Franklin Templeton’s Vision
Franklin Templeton’s strategic approach to the defined contribution space involves adeptly leveraging existing relationships and adapting to the evolving landscape of retirement planning. Following the...
