Cetera Leans Into Wealth Expertise in 401(k) Participant Programming

Also, Pension Funding in July Mostly Flat, With Some Dips

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Practice Management Cetera Leans Into Wealth Expertise in 401(k) Participant Programming Cetera's head of workplace and retirement plans believes wealth managers' skills in serving individual clients give them a leg up in 401(k)-to-wealth convergence. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Pension Funding in July Mostly Flat, With Some Dips Equities bolstered corporate pension funds for the most part last month, offsetting a decline in discount rates.

Today's Most Read 1. Alight CEO Plans to Step Down After Firm Appoints Successor 2. Lawsuit Alleges TIAA, Morningstar, Pushed Participants Into Proprietary Annuities 3. Hub Acquires California-Based 401(k) Advisory

Advisory M&A News - 8/12/24 Cetera's TRPG acquires $180M advisory; Carson Group adds Texas-based advisory to network; Equita Financial adds 3 women-owned firms to advisory platform.

Russell Investments Promotes Ayesha Parra to Global Head of Alternatives Parra will oversee the firm's business strategy for its alternatives platform.

Major 401(k) Litigators Are 'Back in Action,' With More Entering the Fray After a lull in filings last year, 2024 is seeing an uptick, including from law firms not previously active in 401(k) litigation.

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