Voya Remains on Track for OneAmerica Retirement Integration in 2025
The firm’s head of wealth distribution and client engagement says plan sponsor client migration would likely start in 2025 and...
ERISA Experts See Regulation Pullback as Key Theme of Trump Rule
A Trump administration and likely Republican-led Congress will create opportunities in many areas of retirement advisement, but they will also...
SEC Inspector General Warns of More Lawsuits After Chevron
In its annual report, the SEC auditor warned of litigation related to current and future rules; separately, the ASA called...
Industry Watchers Point to Fiduciary Rule, ESG, Markets After Trump Win
The employer-sponsored retirement plan industry will be watching for shifts in policy and focus with the return of a Donald...
Boeing Labor Contract, Including 401(k) Match Boost, Approved by Workers
The union approval ends a seven-week strike and will see workers return November 12.
Implicitly Wrong: Hidden Fees in Retirement Income Solutions
Scott Colangelo of Prime Capital Financial argues that a lack of transparency will hold back the promise of in-DC-plan retirement...
Plan Advisers Say Election ‘Noise’ Worth Addressing With Clients
While retirement investing is for the long term, advisers agree it’s important to proactively discuss this week’s election with clients—even...
CAPTRUST, Alera Group Add New Advisers
Katie Colon joins CAPTRUST in a financial adviser role from OneDigital; Jim Marx joins Alera Group from Edelman Financial Engines.
Setting the Record Straight on CIT Governance, Regulation
Jeb Bowlus of Great Gray Trust makes the case that CITs are well-regulated and confer retirement investor protections not present...
IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit
The announcement provides information on all the cost-of-living adjustments affecting dollar limitations for retirement-related items in the tax year 2025.
Stout Joins Prime Capital as National Retirement Practice Leader
Prominent plan adviser Jania Stout has left OneDigital to head Prime Capital’s retirement plan practice and financial wellness divisions.
Most Hybrid RIAs Favor Retirement Fiduciary Standard
DPL Financial Partners, which works in commission-free annuities, released a survey of RIAs and broker/dealers regarding the DOL’s stalled fiduciary...
Many Financial Advisers Prioritize ‘Ease of Business’ From Asset Managers
Financial advisers are working with fewer asset managers, with ease of use and multi-channel digital capabilities among the differentiators, according...
Mariner Gets Capital Infusion From PE Firm Neuberger Berman
The wealth advisory now has additional funding to fuel growth soon after merging with qualified plan advisory AndCo Consulting to...
State Street Lands Guinness Record for Bell-Ringing Outside Nasdaq
The asset manager got 533 people to ring the Nasdaq closing bell in celebration of serving everyday investors.
Treasury Launches Financial Inclusion Plan, Stresses SECURE 2.0 Provisions
The department’s report includes a strong focus on implementing programs like the Saver’s Match.
2070 TDFs Are Here for Youngest Workers
New vintages are available at many large asset managers, giving workers who consider themselves about 45 years from retirement the...
Should US Consider $1,000 Newborn Seed Accounts?
Leading economists pitched the idea of a universal kick-starter investment account at an Aspen Institute financial security event.
LeafHouse Expands Personalized Retirement Portfolios in Partnership With BlackRock
The Automated Personalized Portfolio program from LeafHouse will integrate BlackRock’s glide path investment strategy with iJoin’s participant platform.
GAO Review Finds Fee Disclosure Helpful, but Still Tricky
Although concerns continue that disclosures are hard for savers to understand, the Government Accountability Office found the regulations helpful to...