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

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 accounts such as 401(k)s and 403(b)s.

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 plan forfeitures, following a trend of similar ERISA...

Capital Group, KKR develop offerings to broaden access to private markets; Zocks, eMoney provide AI-powered document intelligence enhancement; InspereX, Luma, Subscribe collaborate on ARIA technology portal; and more.

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

The 64-page bill proposes a new certification exam for ‘accredited investors’ and would allow 403(b) plans to invest in the same products as 401(k) plans.

Creative Planning adds Burt Wealth Advisors; Sequoia Financial Group expands in California with Sterling Financial Group; Waverly Advisors buys business lines from Promus Holdings; and more.

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

These are the first official rules for a new kind of tax-advantaged savings account designed for minors born from 2025 through 2028.

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

The ERISA Industry Committee and its coalition said that the IRS has consistently taken the position that forfeitures can be used to pay plan expenses.

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

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

Thoughts from Erik Daley, with Multnomah Group.