News

He will serve as director of Prime Capital Retirement’s fiduciary and ERISA practice.

Mike Goss will serve as both chief revenue officer of Wealthspire and president of Wealthspire Institutional.

Spending for the average retiree gradually declines by more than 30% between ages 60 and 85, according to a new...

The documents contain information on the permitted disparities in employer-provided contributions or benefits.

Osaic acquires $1.1B Veater Financial Group; Wealth Enhancement Group buys $476M hybrid RIA; Mercer Advisors expands in Idaho with McConnell...

The agency’s notice focused on issues concerning the provisions related to testimonials, endorsements and third-party ratings.

Among those surveyed by HarbourVest, 94% said they are confident private market investments could improve long-term participant outcomes.

The Retirement Clearinghouse has consolidated more than 525,000 accounts and transferred more than $20 billion in assets since 2009.

The proposed legislation mandates that employers with at least 10 employees, who do not currently offer a retirement plan, must...

Ryan will assume the newly created role on January 5.

One-quarter of defined contribution plan advisers are now likely to recommend alternative investments within defined contribution plan lineups, according to...

While plan sponsors and payroll providers will likely take the first steps, recordkeepers face growing complexity as the new requirements...

New requirements impact discontinued multiemployer pension plans, variable annuity formula plans, and PBGC-covered single-employer plans that have been terminated. 

LIMRA found that single-premium pension risk transfer buy-in sales more than tripled to $4.3 billion in the third quarter of...

President Donald Trump specifically criticized Institutional Shareholder Services and Glass Lewis and directed the SEC and DOL to potentially revise...

New tax benefits include the ability to use health savings account funds tax-free for periodic direct primary care fees.

Zocks appoints AI education leader; Callodine Group hires head of intermediary distribution; NFP promotes Caleb Noel to chief financial officer;...

Lockheed Martin is likely to get the Department of Labor’s support in regards to the legality of a pension risk...

Nonqualified deferred compensation plans have gained interest, with 59% of sponsors in an NFP survey saying they deliver greater impact...

The US is positioned for a modest 2.25% acceleration in economic growth and 2.6% core inflation, according to Vanguard’s 2026...