WTW launches Via Retirement for DC plan participants
WTW's materials say its securities arm will act as an ERISA fiduciary on rollover recommendations tied to employer plans.
$4.7TWTW assets under advisement as of Aug. 4 · PLANADVISER
Plan menus, in-plan income, rollovers and recordkeepers. Private Wealth Daily, Retirement first, arrives every morning.
WTW's materials say its securities arm will act as an ERISA fiduciary on rollover recommendations tied to employer plans.
$4.7TWTW assets under advisement as of Aug. 4 · PLANADVISER
The framework models a 30-year retirement; Vanguard's planned trust series holds more equity through the glide path.
Revenue Procedure 2026-34 took effect the day it was announced; the IRA system handles 60-day rollover waivers in 2027 and 2028.
The first trust blends Carlyle holdings into the large-cap sleeve; fee, weight and timing are undisclosed.