Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...

The plaintiff voluntarily dismissed the two of four defendants from the lawsuit that claims ESG factors were considered ahead of...

The majority of a Transamerica-sponsored panel sees better retirement plan offers and even matching for gig workers by 2026.

Alight enhances work benefits platform; Midland updates fixed indexed annuities geared toward retirement income; Allianz launches buffered ETFs to guard...

The OneDigitial retirement plan leader says the aggregator’s company-wide focus on the employee guides its strategic growth.

The payroll and small 401(k) provider has signed 25,000 plans to its PEP.

Calculating the amount needed for retirement and identifying a retirement income stream are among the top needs for workplace savers,...

RIA Burney gives Goldman Advisor Solutions another win; LPL advisers now have access to PreciseFP client engagement tools; Cetera adds...

The wealth manager plans to join other big RIAs in serving participants with its own financial wellness program, according to...

Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension...

Meanwhile, workplace retirement and benefits aggregator Mercer picks up $720M wealth manager.

The asset manager, which has partnered with the clearinghouse on 401(k) rollovers since 2021, is turning to forgotten IRAs.

A TIAA survey of 80 plan sponsors points to the need for plan sponsors, advisers and providers to provide a...

LPL brings on $6.5B RIA; Sanctuary snags former UBS firm; Steward acquires Vantage Point from Merrill; and more.

The move adds student loan-related tools such as employee payment management and debt refinancing to the digital 401(k) provider’s platform.

The firm calls its Secure Retirement 403(b) PEP the first to market, following a years-long push for PEPs in the...

AdvicePay names Suaickie CEO as Moore shifts to board; Plan Sponsor University brings on Kelleher as consultant; Ascensus names retirement...

Of the 18 retirement deals through the first half of 2023, 2 came from wealth advisories ‘dipping their toes’ in...

Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced...

Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.