News

The fintech firm connecting advisers to 401(k) account management announced another in a string of partnerships Thursday with Founders Financial,...

Many stakeholders advised the DOL on how to change fiduciary standards for annuity provider selection.

Vanguard saw the second most inflows, according to Simfund, as overall target-date fund assets ended at a robust $1.63 trillion.

Meanwhile, Nationwide announces a new lifetime income annuity.

SPARK Institute members provide guidance on how advisers can both prepare for and respond to participant data concerns stemming from...

SECURE 2.0 rules expanding catch-up contributions into a Roth source will be a huge undertaking for sponsors and recordkeepers.

Passthrough and STP Investment Services announce partnership; Viu by Hub partners with SafeStreets; FusionIQ selects FinMason as investment data provider; and...

PRTs are trending upward, but their relationship with private equity and non-traditional investments is drawing more scrutiny.

Christina Brady, the IRI’s COO, says the publication is a result of considerable discussion across 2022 and 2023.

An initial program targeting the midsize plan sponsor market saw 38% participant engagement.

Fiducient brings on retirement and asset management veteran from the London Stock Exchange.

The agreement is still pending court approval but would end 7-year court case.

The SEC chair said that an AI program that even accounts for the interests of the adviser could present conflicts...

The IRS notice provides additional time to rollover mistaken required minimum distributions as well as RMD relief for IRA beneficiaries.

Hub expands in Southeast; Nava acquires benefits consultancy; Cerity adds wealth managers focused on women-owned businesses; and more.

A Bain & Co. study found that the so-called Great Resignation has become the ‘Great Sabbatical,’ as many return to...

Republicans accused proxy firms of prioritizing ‘woke’ political agenda ahead of financial considerations.

The investment giant has registered a Bermuda affiliate to focus on the booming pension risk transfer and retail annuity markets,...

Perigon selects Hasan as CIO; State Street appoints Donohue as head of sustainability; GoldTree hires Plotke as principal.

PBI Research Services announced that more than 371,000 customers at client Fidelity had personal data exposed in the breach.