Banner Logo
Banner Logo

Subscribe

  • News & Analysis
    • Compliance
    • In Practice
    • The Markets
    • Deals & People
    • Products & Services
    • Special Coverage
    • Video
    • The Check-Up: Advising Health Plan Fiduciaries
  • Surveys
  • Awards
  • Events
  • Industry Intelligence
    • Sponsored Webinars
    • Partner Videos
    • Thought Leadership
    • White Papers
  • News
  • Video
Banner Logo
  • About
  • Shop
  • Newsletters
    • Breaking News
    • Spotlight
    • PLANADVISER Dash
  • Sign in / Sign up
  • News & Analysis
    • Compliance
    • In Practice
    • The Markets
    • Deals & People
    • Products & Services
    • Special Coverage
    • Video
    • The Check-Up: Advising Health Plan Fiduciaries
  • Surveys
  • Awards
  • Events
  • Industry Intelligence
    • Sponsored Webinars
    • Partner Videos
    • Thought Leadership
    • White Papers

Compliance
April 20th, 2026

Labor Secretary Lori Chavez-DeRemer Resigns

Chavez-DeRemer, the third Trump Cabinet member to depart this year, will reportedly take a job in the private sector.
Compliance
April 20th, 2026

Ameriprise Data Breach Impacts More Than 47,000 People

The breach occurred on March 2 but was discovered on March 18, according to the Maine attorney general’s office.
Products
April 20th, 2026

Nuveen Provides Access to Nestimate’s TDF Evaluation Tool

Plan fiduciaries can evaluate retirement plan investment menus, including target-date funds with embedded guaranteed income solutions.
April 20th, 2026

Data Reveal Key Steps to Improve Clients’ Financial Wellness

Based on a Financial Finesse report, the personalization and timing of client communication, as well as maintaining human advice, led...
Compliance
April 17th, 2026

Genworth 401(k) Class-Action Suit May Head to Rehearing

Plaintiffs say the 4th Circuit’s previous rejection of class certification for thousands of retirement plan participants misinterprets ERISA.
Data & Research
April 17th, 2026

59% Report Sufficient Retirement Nest Egg, per Transamerica

Surveyed pre-retirees had a median of $56,000 in their retirement accounts, yet on average thought $500,000 was needed in retirement.
Products
April 17th, 2026

LeafHouse, GTC Collaborate on CIT Platform

The artificial-intelligence-powered system is designed to consolidate the many documents needed to run collective investment trusts.
In Practice
April 16th, 2026

Edelman Marks $10M for Financial Planning School at Rowan University

Ric Edelman, a co-founder of the namesake financial services company, will serve as founding head.
Products
April 16th, 2026

Ascensus Uses PlanPort AI Platform For Document Review

The AI-powered platform has since been adopted by stakeholders supporting 401(k), 403(b), 457(b) and defined benefit plans.
Compliance
April 16th, 2026

Aronowitz Stands by Revised EBSA Priorities at House Hearing

Daniel Aronowitz told lawmakers his agency remains focused on efficient enforcement and reducing litigation that he said had ‘stifled innovation...
Products & Services
April 16th, 2026

Product & Service Launches – 4/16/2026

iCapital alternatives accessible on Envestnet UMA platform; SEI releases CIT onboarding platform; and Vanguard launches 2 index equity ETFs.
Compliance
April 15th, 2026

DOL Guidance Calls Proxy Advisers ‘Functional Fiduciaries’

The proxy advisory industry is under intensifying scrutiny from President Donald Trump’s administration.
Compliance
April 15th, 2026

House Democrats Ask DOL Inspector General to Probe ERISA Advisory Council

More than a year has passed since the council last met; all past members’ terms have ended or have been terminated.
Deals & People
April 15th, 2026

October Three to Offer Broker Educational Content Programs

The consulting and technology firm is acquiring Broker Educational Sales & Training and will offer its continuing education programs for insurance...
Compliance
April 14th, 2026

Unpacking the DOL ‘Safe Harbor’ for Alternative Investments

Courts are not required to treat the Department of Labor’s six-factor test for plan fiduciaries as anything more than one...
Deals & People
April 14th, 2026

LPL, Private Advisor Group to Acquire Mariner Advisor Network

The segment of wealth manager Mariner includes 367 financial advisers and $31 billion in assets under management.
Products
April 14th, 2026

John Hancock, MIT Age Lab Release Longevity Assessment Tool

A survey found users scored 60 out of 100 on an assessment of their preparedness for retirement’s financial, physical and...
April 14th, 2026

OneDigital Reveals Magnitude of Salesforce Data Breach

Data belonging to as many as 28,414 people were compromised, according to the Maine attorney general’s office.
Compliance
April 13th, 2026

Cigna Loses Bid to Stay ERISA Case

A federal judge in Pennsylvania said the case’s outcome does not hinge on the Supreme Court ruling in a separate...
Data & Research
April 13th, 2026

ICI: Rise of CITs Adds Pressure to Outdated Fintech

Retirement plans relying on manual processes and aging infrastructure are struggling to keep pace, according to the industry group.
1 … 6 7 8 9 10 … 37

Trending

Conflict-Free Retirement Advice Is the Future of Our Industry

Public Sector Workers Largely Retirement Ready, but Gaps Persist

Retirement Confidence, Preparedness Remain, per BlackRock

Tax Diversification: Keep It Simple

Retirement Industry People Moves – 6/26/2026

Events Spotlight

PLANADVISER 360

Join leading retirement plan advisers and industry experts November 8–11 for networking that matters and peer-to-peer insights.
planadviser Logo

Website

  • News & Analysis
  • Surveys
  • Awards
  • Events
  • Industry Intelligence
  • Print Archives
  • Video Archives

Newsletters

  • Breaking News
  • PLANADVISERdash
  • Spotlight

About Us

  • About PLANADVISER
  • Advisory Board
  • Reprints / Permissions
  • Privacy Policy
  • Advertise
  • Shop
Institutional Shareholder Services CIOPLANADVISERPLANSPONSOR
702 King Farm Boulevard, Suite 400, Rockville, MD 20850
www.issgovernance.com
Copyright ©2026 Asset International, Inc. All rights reserved.
No reproduction without prior authorizations.
Modern Slavery Statement 2022
Do Not Sell My Personal Information
Privacy (including cookies), Social Media & Legal