Workplace Advice Use Trending Up, But Age, Assets Matter
Data from Hearts & Wallets found that more middle-asset, middle-aged households are turning to the workplace for financial guidance, but...
CAPTRUST Tops $1T in Total Assets
CEO and Co-Founder Fielding Miller attributes part of growth to being one of the first 401(k) advisories: ‘We didn’t expect...
MissionSquare Retirement Appoints New CEO and President
Andre Robinson will succeed Deanna Santana, who served as acting CEO and president since 2023.
Video: Jim O’Shaughnessy Talks Origins of the Kohler Conference
PLANADVISER talks with this year’s individual Vision Awards winner about the retirement conference at the front of a trend of...
Second US District Court Issues Stay of Retirement Security Rule
The Northern District of Texas quickly followed the Eastern by staying the Department of Labor’s fiduciary rule ahead of its...
Video: Lew Minsky Discusses DCIIA’s Past, Present and Future
PLANADVISER talks with this year’s organizational Vision Awards winner about DCIIA’s work to take on the biggest challenges in the...
Retirement Industry People Moves – 7/26/24
Hartford Funds adds c-suite executives; Northern Trust names head of product strategy; SEI hires executive vice president; and more.
Judge Stays DOL’s Retirement Security Rule
The preliminary injunction issued in a Texas district court comes with the fiduciary rule scheduled to take effect September 23.
Vanguard: Auto-Enrollment Has Most Significant Role in Equalizing Savings Access
Automatic enrollment ranks highest for promoting savings across racial and ethnic background, but other modern plan design features can also...
Video: Fidelity’s Smith on WIPN’s 15-Year Anniversary
PLANADVISER sat down with Fidelity’s Lisa Smith to discuss WIPN’s role in supporting women in the retirement space for almost...
Product & Service Launches – 7/25/24
Interactive Brokers adds retirement planner to portfolio analysis platform; Paychex PEP offering tops $1B in assets; vWise offers AI-generated video...
Pennsylvania Judge Rejects Challenge to FTC’s Noncompete Ban
The ruling contradicts an injunction a Texas court scheduled to take effect in September.
Wealth Enhancement Group Nearing $5B in Retirement Plan Coverage
The wealth and retirement plan advisory is leaning on its holistic plan offerings for current and future advisers.
The Scramble to Make the Saver’s Match Work
Industry groups, including Pew and the Retirement Clearinghouse, game plan while awaiting a Treasury request for information.
Case Study: Chime’s New Employee Savings Program
A customer service call center provider finds Chime’s recently acquired Salt rewards program “accessible,” “sticky” for hourly employees.
Small Business “Bullishness” Helping to Drive 401(k) Growth
PLANSPONSOR surveying shows some leaders in the new and small plan space booked more 401(k)s in 2023 than the prior...
5th Circuit Appeals Court Sends DOL ESG Case Back to Texas Court
A challenge to the 2022 Department of Labor ESG rule on 401(k) plan investing returns to a Texas district court...
DOL Announces Online Filing for Abandoned 401(k) Plans
The online system launches shortly after the DOL amended a rule to include Chapter 7 bankruptcies.
Modern Wealth Surpasses $4B in Less Than 2 Years
The RIA formed by partners who broke away from Goldman Sachs is building a workplace retirement plan and wealth advisement...
Retirement Industry People Moves – 7/19/24
Alternatives specialist Camarda joins Star Mountain Capital; Nuveen promotes Malik to head of equities, fixed income; FINRA adds SVP heads...