News

Thoughts from Nick Jahn, with SageView Advisory Group.

Of the 3,214 candidates who took the July Certified Financial Planner certification exam, 64% passed.

Goldman Sachs AM files for Stablecoin Reserve Fund; SS&C introduces Black Diamond Wealth Solutions; FlexPATH surpasses $100 billion in AUM;...

Cautious investors may be losing out during downturns in the economy, according to a study by Jackson National Life Insurance.

According to recently released research by the Transamerica Institute, almost one-third of U.S. adults expect Social Security to be their...

Almost 40% of health care plan participants did not know if mental health services were covered in the same way...

The government contractors are facing excessive-fee allegations, but a federal judge dismissed complaints about their improper use of forfeitures.

The U.S. 4th Circuit Court of Appeals received an amicus brief arguing that Lockheed Martin was allowed to transfer pension...

‘Significant adverse comments’ led to the Department of Labor's decision to not repeal protections offered in the Pension Protection Act...

A Fidelity survey found that while almost all nurses participated in defined contribution plans, only 56% of them were on...

Sentara Healthcare Inc. and its fiduciary committee had asked a district court in Virginia to dismiss a complaint related to its...

As cost pressures ease, sponsors are prioritizing data security and embracing artificial intelligence to personalize and future-proof the 401(k) experience.

Department of Labor officials said the 2021 statement had a ‘chilling effect’ for saying that plan fiduciaries were ‘not likely...

According to a July survey, nearly half of surveyed advisers were willing to recommend private market investments, but most also...

A new survey of members of Generation X by PulteGroup found that more than one-quarter of respondents said they may...

Employers setting up new safe harbor plans need to notify their employees by September 1 and have the new plans...

Osaic gains affiliates in California, Minnesota; Mercer Global Advisors acquires Family Wealth Planning Group; Aspen Standard Wealth acquires MG Financial;...

Pending regulatory approval, Comvest Credit Partners and its $14.7 billion in assets will be merged with Manulife’s existing credit platform.

Employees with adequate emergency savings contributed more to their 401(k) accounts and took fewer withdrawals than those without, according to new...

Surveys by Achieve and Empower found more than half of respondents rate their finances as ‘poor’ or ‘fair,’ but nearly...