News

The largest alternative investment asset manager is pairing with Empower to include private market investments in direct contribution plans.

The company’s Income Solver software is intended to coordinate clients’ withdrawals from investment assets, Social Security, Medicare premiums and other...

The Department of Labor submitted its rule ahead of the six-month deadline given in President Donald Trump’s executive order last...

Creative Planning makes first international RIA acquisition; $120M LPL Financial group joins Ameriprise; Cerity Partners adds Sol Capital Management; and...

Research found that more than two-thirds of workers claiming Social Security first claimed benefits before age 67.

Multiple surveys reveal a common belief that at least $1 million is needed to retire comfortably and that feelings of...

The Massachusetts Democrat previously criticized adding private investments, such as digital assets, to retirement plans.

If a large number of firms would be subject to less-burdensome regulatory requirements, it could lead to missteps during integration.

The pledge to ‘match or beat any verified offer’ from a competing provider follows a previously announced customer service guarantee.

The lawsuit against Verizon for terminating two defined benefit pension plans comes to an end as similar cases become less...

Artificial intelligence analyzed metadata from 12,000 client meetings to determine how financial advisers’ behaviors influence client decisionmaking.

According to the Insured Retirement Institute, its Digital First for Annuities program has decreased cycle times for annuity exchanges to...

New research from Accenture suggests recordkeepers integrating artificial intelligence with behavioral economics will drive better participant outcomes.

A study from the National Bureau of Economic Research found that couples who do not coordinate their retirement savings could...

Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May.

The Department of Labor’s amicus brief argued that participants who continue to receive their full pension benefits cannot sue over...

The IRS published new guidance based on the One Big Beautiful Bill Act, executive orders and more.

Segal appoints new CEO; MissionSquare hires head of fixed income; Envestnet appoints chief marketing officer; and more.

In its amicus brief, the Department of Labor said the retirement plan documents allowed for the use of forfeited contributions...

The federal judge wants the plaintiffs in the ERISA case to spell out their factual case before discovery begins.