News

Blue Ridge Associates acquires TSC 401K; Alerus Financial Corporation and HMN Financial announce strategic transaction; Bluespring Wealth Partners acquires KDI...

In addition to other registrants, advisers will have 30 days to inform their clients of any substantial data breach.

Experts at EBRI discussed how automation features for emergency savings and other vehicles can help underserved communities save for retirement.

Mercer promotes Martine Lellis to M&A lead; The Retirement Advantages hires a plan consultant; Empower announces chief compliance officer; and...

The firm will add 800 plans and more than 165,000 participants to its leading ESOP position in the U.S.

Macquarie adds large-cap growth ETFs; Fiserv University rolls out learning and training tools for financial institutions; and Lincoln launches new...

Also, Lincoln appoints Brian Kroll to head of retail life and annuity solutions.

EBSA has not, however, set a hard deadline for the much-anticipated proposal.

Veteran Bernie Clark is moving into an advisory role as Jon Beatty is promoted to lead RIA custody services.

Experts point out common points of confusion plan administrators and participants should watch out for in nonqualified deferred compensation plans.

A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them.

The tariffs affect many industries, but are relatively small in scope.

ERISA experts from Faegre Drinker Biddle & Reath provide guidance to registered investment advisers on the DOL’s new Retirement Security...

Envestnet and Salesforce announce collaboration; Pontera and Stifel help 401(k) participants pursue retirement goals; Kashable and BrightDime launch partnership to...

The Congressional Review Act resolution is unlikely to survive a presidential veto.

The head of the firm’s retirement group will move into an advisory position in July as part of a global...

The country’s top ten target date fund providers posted net inflows of $10.5 billion to start 2024, beating a lackluster...

Vanguard appoints iShares head Salim Ramji to succeed Tim Buckley in July, the firm’s first external hire to the top...

While experts caution long-term investors from responding to election-season volatility, some market watchers see the potential for longer-term economic ramifications...

In April, record-high pension funding levels experienced a slight decrease due to a decline in asset values, but this decline...