Tag: Retirement planning

Cerity’s $1.2T AUA Surge Rocked by Sudden $13.8B Pension Pullout

Posted on April 16, 2026 by Harriet Whitmore

The aggressive $1.2 trillion increase in AUM through its merger with Verus Investments by Cerity Partners is now facing a huge setback in the form of an unexpected $13.8 billion withdrawal from a pension plan. The exit marks the growing concern among public pension boards regarding the fiduciary responsibility and ownership structure when private equity […]

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The 401(k) Alternative Asset Rule: What Every Retirement Saver Should Know

Posted on April 1, 2026 by Edwin Schneider

A big change is coming for how Americans can invest their retirement savings. The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) announced a notice of proposed rulemaking (NPRM). This seeks to lower the regulatory risk when 401(k) plans have nontraditional investments like private equity and cryptocurrency. This is one of the most important […]

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