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Vanguard to shed its individual 401(k), Multi-SEP, and SIMPLE IRA Plans.

The Paris-based asset manager Amundi will cede its U.S. business to Victory in exchange for a 26.1% stake in the Texas-based firm.

A "turbotax" for retirement is leveraging recent funding to get deeper into the workplace financial wellness market.

Modern Wealth Management appoints Del Col to head advisory services; Waverly Advisors acquires McShane Partners; Chairez joins Ameriprise.

David Bailin, who ran the investment office of Citi’s wealth division, is leaving May 15.

Strong equity markets and stable interest rates have contributed to boosting funding surpluses. 

Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at Concurrent; and more.

Allianz Life, Equitable and MassMutual all report persistent financial stress on Americans due to inflation.   

HSAs are on the rise, but advisers and plan sponsors must take care when selecting vendors.

Advisers and recordkeepers discuss the viability of working in the small plan space amid anticipated growth. 

The usefelness of high-deductable health plans depend in part on a plan sponsor's participant pool makeup, according to panelists speaking at PLANSPONSOR's 2024 HSA conference.

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed liquid alternatives ETFs.

A final rule on what is also known as the fiduciary proposal is expected in the next few days.

An initiative led by OneAmerica’s Sandy McCarthy and Broadridge seeks to advance the careers of more women in an industry lacking representation. 

A defined benefit expert breaks down potential funding shortfalls even amid relatively higher interest rates.

Two attorneys testified to Congress that the final rule could create additional compliance requirements outside the text of the rule.

Adviser-founded Moniwell has a financial engagement solution focused on the big picture for participants—done via text.

Ron Carson will move to the role of chairman, names current Chief Strategy Officer Burt White to take the head role.