Retirement News

The AI-powered employee financial wellness platform is meant to help small- to mid-sized advisors gain traction in the retirement plan market.

This follows a July partnership announcement with Silver Lake Waterman and a C round in 2021.

This is the held-away asset management platform's second capital raise since pivoting and changing its name from FeeX in February 2022.

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.

The Bugielski case concerns whether the plan sponsor had a duty to consider the fee their record keeper received from a brokerage account and managed account provider.