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As employers push for a hard year-end cutoff in withdrawal liability calculations, court justices questioned why actuarial assumptions should be treated as fixed facts.

The objective of these regular meetings has changed, and advisers are adapting.

2025 ended on a high note after market volatility shook defined benefit plan finances during the first quarter.

Daniel Aronowitz, the head of EBSA, had previously pledged to ‘end the war’ on employee stock ownership plans.

Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.

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

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

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

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

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

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

Former Assistant Secretary of Labor Lisa Gomez and Great Gray Trust Co.’s Jason Levy break down five misconceptions about utilizing private investments in 401(k) plans.

Both sides of the aisle expressed interest in more choices for  annuities in retirement plans, but only Democrats pushed for strengthening Social Security.

The complaints allege breaches of fiduciary duty related to the premiums charged for accident, critical illness, cancer and hospital indemnity insurance.

Industry experts say 2026 will be defined by policy momentum and plan sponsor caution over alternative assets in defined contribution plans.

AllianceBernstein has named Onur Erzan as president, a role that was previously held by CEO Seth Bernstein since 2017.

If passed, the legislation would require pharmacy benefit managers to act in the best interests of employees who rely on employer-sponsored health plans.

Wealth Enhancement will acquire Aegis Financial and Dent Wealth Advisors; and United Capital Financial Advisors acquires Groebl Brothers.

A U.S. Treasury pilot program pledges $1,000 to eligible children born in the U.S. between 2025 and 2028.

The 2026 National Defense Authorization Act restricts US investors from investing in China’s military and strategic sectors.