Retireholics - Carl Engstorm

Saturday, May 9, 2026 · 1:27:29

Show notes

Mesirow's deal to acquire LeafHouse Financial Advisors and Blue Ridge Associates' acquisition of Economic Group Pension Services. QuickBooks and Vestwell integrated 401(k) solution aimed at small and mid-sized businesses. Fred Reish's analysis of the DOL's proposal on alternative assets and how it affects plan investment menu selection, EBSA head Aronowitz's request for industry input on the DOL investment rule, and President Trump's executive order expanding workers' retirement access.