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Wednesday, October 7, 2026The Morning Brief →Sign in
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Ascensus

In network coverage since August 18, 2026 · 16+ stories
6Deals on our tracker
Deal recordFull tracker →
Oct 4, 26Fund launch — coverage
Sep 30, 26Fund launch — coverage
Sep 29, 26Fund launch — coverage
Aug 19, 26Deal announcedStone Point Capital · Genstar Capital — coverage
Aug 17, 26Deal announcedStone Point Capital · Genstar Capital — coverage
Aug 17, 26Deal closedStone Point · Genstar — coverage
Network coverage
investments

Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income

The recordkeeper's pooled assets are up more than 60% in five years, and its research finds 48% of employers without a plan would consider joining one.
practice · Oct 6Pontera launches non-discretionary 401(k) service as password sharing stays blocked
book · Oct 6Vanguard data shows fewer high earners maxing out 401(k) deferrals
advisers · Oct 6Cerulli and Morningstar find 10.2% of advisors' wealth clients come from DC plans
practice · Oct 5Ascensus launches a participant-referral workflow for plan advisers
the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration
practice · Oct 1Ascensus launches a participant-referral workflow for plan advisers
the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool
advisers · Sep 30Ascensus announces advisor referral platform for more than 16 million plan participants
plans · Sep 14NQDC's retention case has a comprehension problem
plans · Sep 9BofA again sweeps J.D. Power digital experience rankings
M&A · Sep 2Aquiline's Flourish control is a distribution play
Deals & PE · Aug 26Victory Capital's $7 billion First Eagle buy is a distribution play
Deals & PE · Aug 20Stone Point and Genstar buy the 401(k) rails
Deals & PE · Aug 20Stone Point, Genstar to jointly own Ascensus
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
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