401(k) Plans
Search documents
Deals & Moves: Lido Buys LA-Area RIA, Vestwell to Add 30K Gusto 401(k) Plans
Yahoo Finance· 2025-12-12 18:16
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The M&A announcements are coming fast and furious to round out a very busy 2025. This week, Wealth Enhancement acquired a registered investment advisor with a broker/dealer managing $2.2 billion in assets, Dynasty Financial Partners firm Procyon acquired a $500 million RIA in Michigan and Texas, and a doctor and healthcare professional-focused practice, Earned, acquired an Ohio RIA managing $900 ...
One Way to Solve the Retirement Savings Gap: Add Annuities to 401(k) Plans
Barrons· 2025-11-04 21:25
Core Insights - The article discusses the potential for integrating annuities into 401(k) plans as a solution to the retirement savings gap, emphasizing the need for consumer education and product innovation [2]. Group 1: Regulatory Changes - The Department of Labor is implementing President Trump's directive to allow alternative assets in 401(k) plans, although progress has been hindered by a government shutdown [2]. - In August, the Department rescinded a statement from the Biden administration that discouraged fiduciaries from including alternative investments in employer-sponsored retirement plans [2].