Mesirow bought flexPATH’s plan-level 3(38) book on August 13, an implied $26 billion. Why every outsourced 3(38) fiduciary deal needs a committee vote.
Browsing: plan sponsors
Vanguard and TIAA’s new target-date annuity revives in-plan lifetime income. Only 8.9% of plans offer it, 59% of sponsors want it. Here is the 2026 math.
SECURE 2.0’s super catch-up lets workers aged 60-63 contribute up to $11,250 extra in 2026. Here’s the eligibility checklist advisors need before year-end.
Vanguard cut fees on 53 funds in 2026, saving investors $250M. What fund selectors, plan sponsors, and RIA model builders need to know about the fee war’s next move.