The bill would require the SEC to study and update its definition of ‘small entity,’ which could significantly impact independent...

The deal would boost Franklin’s defined contribution asset management to $90 billion in AUM, while Great-West, parent of Empower, will...

Mike Fanning, who oversaw the firm’s sale of its retirement recordkeeping division to Empower, is set to retire.

A ‘technical’ issue led to overstated projections of yield and income for nine money market funds for about 8.5 million...

A district court judge dismissed a case brought by six former employees claiming the auto parts company allowed 401(k) participants to...

Proprietary recordkeeper fund options can be worth the fee reduction in investment plans, but they must be looked at carefully,...

NFP appoints Joel Shapiro as president of retirement division; Nationwide taps Cheryl Thompson for head of retirement solutions operations. 

Business confidence is down among small employers. But 401(k) and other benefits are likely to remain amid long-lasting tight labor...

The rate was driven by matching employees’ continued 401(k) deferral increases.

Volatile markets amid high interest rates have driven asset growth on SS&C’s retirement income platform to more than $1 billion.

Firm alerts more than 10,000 people to watch out for identify theft after Social Security and IRA numbers may have...

This month, Minnesota and Missouri brought the count of state-facilitated retirement plans to 18. Small business providers say state engagement...

The financial solutions firm will now provide workplace and retirement plan programs from one division as retirement savings and wealth...

Adviser Investments and Ropes Wealth combine to make $15B RIA; Sanctuary snags another advisory from Merrill; Trusted Wealth brings $465M...

The CEO oversaw Morgan Stanley’s push into the wealth management space.

Participants are favoring virtual sessions, and 18% boost their 401(k) contribution rate after 1:1 engagements.

Mike Durbin given new CEO role with goal of ‘introducing adjacent capabilities and channels’ to Cetera’s adviser network.

For 2024, the HSA contribution will be $4,150 for an individual and $8,300 for a family, up from $3,850 for...

Nationwide Retirement Institute recommends that advisers and recordkeepers work to help participants maintain their financial futures.

Aquiline Capital leads a funding round for the U.K.-based retirement technology firm with operations in the U.S., Europe, Middle East...