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Sandy McCarthy of One America will chair the executive committee, and Lisa Margeson of Bank of America will chair the research committee.

Witnesses called to testify at a House hearing disputed whether small balances would still be served under the retirement security proposal and whether annuities are more stringently regulated.

CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital announces tool designed to build stronger portfolios.

A proliferation of retirement income annuity offerings has ARC consultants citing ‘cause to question’ language that requires assessing annuity offerings for qualified plan participants.

Teresa Ghilarducci discusses why her new book pushes back on working in old age as an answer to retirement insecurity.

Artificial intelligence still presents unique systemic and compliance risks that are not easily disclosed, he argued.

A PensionPro executive explains that while AI will make third-party retirement administrators more efficient and effective, human advisers and administrators will still need to steer the ship.

Among those nearing retirement, 47% are as likely to use advisement services linked to their workplace plan as they are outside offerings, according to Allspring’s annual retirement survey.

LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close the deal in the second half of 2024.

Head Lisa Gomez points to education and outreach growth as important outcomes, along with recovered funds and relief.

PLANADVISER interviewed Tim Hauser of EBSA on the retirement security proposal.

Former Goldman wealth adviser creates RIA for business owners; Private Advisor Group adds $120M firm; and CBIZ bolsters tax and accounting services.

TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a new CFO; and more.

Non-compete agreements are now entirely unenforceable in California courts, even if signed outside of the state.

Firms highlight retirement plan, participant count growth in Q4 and full year reporting.

SEI signs on as trustee to Pictet collective investment trusts; Voya officially launches dual QDIA; and Standard Insurance Company bolsters stable value products; and more.

Industry has always organized to defeat even marginal changes to the tax-preferred status of DC plans.

The firm’s TPA Connect is designed to automate year-end Form 5500 compliance testing as a go-between for employers, payroll and recordkeepers.