News

The deal also adds 350,000 savers to Vestwell’s platform.

The new top goal bumps talent attraction and retention down to third in an annual Brown & Brown study.

A federal judge ruled that the company did not breach its fiduciary duties by using 401(k) plan forfeitures to offset...

A federal judge ruled that allegations of Johnson & Johnson’s mismanagement of employee health plans’ prescription drug benefits remained too...

DPL names chief distribution officer; Wealth Consulting Group names chief financial officer; Christopher Gandy elected president of NAIFA; and more.

Advisers can turn their reluctance to use artificial intelligence into self-assured exploration of time-saving tools.

The House and Senate bills would help workers consolidate retirement savings by allowing rollovers from Roth IRAs into employer-sponsored Roth...

Many retirement plans may need amendments to meet regulatory updates regarding required minimum distributions and SECURE and SECURE 2.0 provisions.

October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees.

A district court judge ruled that The Home Depot did not breach its fiduciary duties in its use of retirement...

Capital Group, KKR develop offerings to broaden access to private markets; Zocks, eMoney provide AI-powered document intelligence enhancement; InspereX, Luma,...

This year saw expanding selection of target-date funds, annuity marketplaces, systematic withdrawal programs and other income solutions, according to the...

The 64-page bill proposes a new certification exam for ‘accredited investors’ and would allow 403(b) plans to invest in the...

Creative Planning adds Burt Wealth Advisors; Sequoia Financial Group expands in California with Sterling Financial Group; Waverly Advisors buys business...

The product embeds the TIAA Secure Income Account, a fixed annuity, in a target-date fund.

House Republicans’ remarks on ‘predatory’ prohibited transaction claims came shortly after SEC Chairman Paul Atkins pushed for deregulation at the...

The ERISA Industry Committee and its coalition said that the IRS has consistently taken the position that forfeitures can be...

Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of sub-asset classes...

The two bills aim to discourage unmeritorious ERISA lawsuits and expand in-service rollover options.

Thoughts from Erik Daley, with Multnomah Group.