News

Abernathy Daley 401k Consultants found that 80% of companies were spending more than efficient pricing for 401(k) and 403(b) plans.

A federal judge dismissed allegations made by a former Pfizer employee that the pharmaceutical company charged unreasonable recordkeeping and administrative...

An M&A trends report from Marshberry shows slowing, yet still robust, dealmaking for retirement plan advisories, as scaled and multi-service...

In an additional sign of further retirement, benefits and wealth consolidation, Alera Group acquired Berkshire Fairfield Insurance Agency and Scarafoni...

Morgan Stanley fund lands $2B in capital commitments; Transamerica managed advice available for contractors PEP; OneDigital launches new benefits platform;...

The council is considering recommendations to the DOL on default decumulation options. 

A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.

PLANADVISER asks plan sponsors about the services they get from their adviser team.

Speakers at an eMoney financial adviser summit noted that AI is most useful for wealth managers as a practice management...

Wayne Park, CEO of John Hancock Retirement, discusses ways the retirement industry can help workers be better prepared for retirement.

Joshua Sorensen, formerly of Edelman Financial Engines, joins Alera Group as it continues to grow its retirement plan practice.

The adjustments affect 60 tax provisions, including health flexible spending plans; tax brackets all saw income threshold increases.

LPL analyst predictions hold true, as Interim CEO Steinmeier earns the top job less than one month after the firm’s...

Fink looks to other countries, such as Australia, for pension system models.

Carson completes deal with Sweet Financial; Beacon Pointe Advisors adds Landmark Wealth Management; and Journey Strategic Wealth announces 2 acquisitions.

The deal will combine NEPC’s institutional investment, research and OCIO capabilities with Hightower’s rapidly growing registered investment advisory network.

The regulator also listed compliance procedures and Regulation Best Interest in its list of priorities published Monday.

The list includes nearly 900 companies as part of the DOL’s finalized amendment to PTE 84-14.

A Morgan Stanley survey of 200 plan sponsors found a trend toward more service needs, including 3(38) investment management.

ERIC makes the request after guidance the IRS gave this summer.