News

According to multiple recent surveys, US respondents are increasingly less confident about being able to achieve their retirement hopes.

Osaic adds $325M women-led team; Aspen Standard buys $1B BlueSky Wealth Advisors; Beddow Capital Management joins First Manhattan; and more.

Gusto Inc. found states with auto-IRA laws had higher rates of retirement plan adoption, but overall contribution rates remain low.

A preview of ‘How America Saves 2026’ revealed strong plan design and participant behavioral trends drove record savings last year.

In 2025, 401(k) balances increased by more than 11%, and 403(b) balances rose 13%.

Defined contribution plans are taking a few strategies from the pension playbook, according to BlackRock.

Pooled employer plans with at least $200 million in assets hold nearly double the assets as those in smaller plans,...

Advisers face major compliance risks if they can no longer oversee—or explain—their AI output.

BlackRock Inc. and State Street Corp., which were also named in the complaint, have not settled.

As rising health care costs impact retirement savings, EBRI found two-thirds of survey respondents used a health savings account in...

Network Navigator allows employers to benchmark providers’ costs.

While 63% of women surveyed in September 2025 reported feeling financially secure, fewer than half felt confident about their retirement...

Beacon Pointe Advisors names new CEO; iPipeline appoints new chief revenue officer; Lenox Advisors hires new senior VP; and more.

Nearly all respondents to a survey said their defined contribution plan helped them consider long-term needs.

Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.

F&G Annuities joins Voya Financial’s annuity platform; Vanguard adds 17 funds to investor choice program; and more.

The Department of Labor has proposed replacing its 2024 independent contractor rule with a revised version of its 2021 rule,...