AUM

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is paving the way for unrelated employers to participate in a single, pooled employer plan (PEP) beginning next year. In support of this legislative action, Principal…
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Mercer, a global leader in redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being, and a business of Marsh & McLennan (NYSE: MMC), announces that its retirement plan…
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A majority of alternative investment managers (54%) expect to fully return to their offices by the end of the calendar year, according to The Seward & Kissel Alternative Investment Manager COVID-19 Survey, a survey of managers of hedge…
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Financial Advising Firm Streamlines Retirement Benefits for Employer and Employees A local Bay Area 401(k) advisor has passed $1 Billion in Assets Under Management (AUM) in just under 4 years since launching their service. In the past…
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