Trends
New Take on the 401(k)
Biden’s controversial retirement savings tax credit proposal.
Reported by Lee Barney
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Mutual Funds Maintain Lead in DC Adviser-Sold Market
DC adviser-sold plans recorded strong sales overall in Q1 2024, according to ISS Market Intelligence.
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Plan Sponsors Increasingly Offer Financial Adviser Services
Participant demand for adviser services is driving demand, according to MFS.
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401GO Raises $12M Series A Funding Led by Next Frontier Capital
Rally Ventures, Impression Ventures and Stout Street Capital contributed to the round, fueling the small plan provider’s growth strategy to...