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Edition No. 055
Interval Fund Daily
The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026
The Morning Brief →
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1
stories · 24h
948
deals & moves · 7d
20,101
firms & people tracked
208
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asset manager
Voya Financial
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In network coverage since August 21, 2026 · 7 stories
1
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Aug 20, 26
Deal announced
· $4.3B
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coverage
Network coverage
plans
Aon picks Vanguard as recordkeeper and trustee of its $4.9 billion pooled employer plan
The plan reported $4.915 billion and more than 87,000 participants in its 2025 Form 5500; Aon's September 2 count is about $7.7 billion.
Moves · Oct 2
TradePMR product chief Jon Patullo joins CG Financial as COO and CIO
The Close · Sep 24
The private-markets TDF case rests on private equity alone
plans · Sep 17
Voya's AI buildout is an operating story, and its certification is the moat
plans · Sep 9
The Standard crosses $5B in pooled employer plan assets
advisers · Aug 25
ASPPA creates a credential for the pooled-plan market
the_wrap · Aug 21
Stash adds 401(k) rollovers to its app; Voya lands D.C. recordkeeping
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