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Deals & People
Principal Reveals Eagerly Awaited Wells Fargo Platform Integration Strategy
Principal is incorporating capabilities from the Wells Fargo Institutional Retirement and Trust platform into its own proprietary recordkeeping system, which will serve Principal and transitioning Wells Fargo customers moving forward.
September 9, 2019
exclusives
SECURE Act Ensnared in Senate After Flying Through House
Washington insiders say Senator Ted Cruz is probably the biggest roadblock to the SECURE Act being passed in the near-term under unanimous consent; among other issues, he wants the bill to allow people to use tax-advantaged 529 college savings accounts to pay for home school expenses.
July 8, 2019
Deals & People
Washington Financial Scooped Up By Hub International
With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms.
September 16, 2019
events
2019 PLANADVISER National Conference
December 19, 2018
Compliance
Jumbo Imprudence Alleged in H.E. Butt ERISA Challenge
Plaintiffs says defendants failed to properly monitor and control the plan’s expenses, and allowed the plan to become one of the most expensive “jumbo” 401(k) plans in the country.
September 6, 2019
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