News

Research from CAPTRUST suggests that plan sponsors can leverage advisers to improve outcomes for their employees.

A recent survey shows 32% of advisers made cryptocurrency allocations in 2025, an uptick from recent years.

As employers push for a hard year-end cutoff in withdrawal liability calculations, court justices questioned why actuarial assumptions should be...

The CFP Board promoted K. Dane Snowden, who joined the organization in 2023.

Prudential Advisors intends the updates, including some related to artificial intelligence, to improve processes across the full lead life cycle.

A federal judge dismissed a complaint against Amazon and stated it properly used forfeited funds.

Private investments have been introduced into OneDigital’s Personalized Portfolio program for 401(k) plan sponsors.

Several notable corporations have announced their expected match contributions ahead of the pilot program’s July launch.

Vontobel strengthens US consultant relations; Ascensus names new ABLE head; Marsh McLennan hires Bill Thompson for new leadership role; and...

The case could reshape how easily workers can sue employers under ERISA.

Up to 26 conversions will be allowed per calendar year.

The objective of these regular meetings has changed, and advisers are adapting.

2025 ended on a high note after market volatility shook defined benefit plan finances during the first quarter.

The House of Representative’s bill aims to make it harder for fiduciaries to consider environmental, social and governance factors when...

Model portfolios have become essential, customizable tools for high-net-worth clients, and Millennial advisers are leading the trend.

Osaic partners with ActiFi, Greene Consulting to expand adviser education; CeriFi, Wake Forest University launch small business wealth adviser program; Venn by...

Daniel Aronowitz, the head of EBSA, had previously pledged to ‘end the war’ on employee stock ownership plans.

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, according to Morningstar.

In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year.

Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.