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Edition No. 054
New York · London
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Tuesday, October 6, 2026
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Plans & Sponsors
Income & Annuities
Policy & ERISA
Retirement Advisers
The Wrap
Investments
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9
stories · 24h
990
deals & moves · 7d
18,463
firms & people tracked
192
sources monitored
● LIVE
asset manager
Voya Financial
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In PWD coverage since August 21, 2026 · 7 stories
1
Deals on our tracker
Deal record
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Aug 20, 26
Deal announced
· $4.3B
—
coverage
PWD 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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