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NFP names Greene president of benefits unit; Standard Hires Schaefer for West Coast regional VP for retirement plans; CFP Board appoints Boersen as chair; and more.

The notice calls for stakeholders to recommend appropriate enforcement actions to prevent the gaming of employer matches on ESAs.

The co-founder and head of advisory Francis LLC responds to pushback on the DOL’s fiduciary rule proposals by calling for plan advisers and sponsors to seek conflict-free, flat-fee...

UAW Members at GM, Stellantis to gain access to Hueler lifetime income solutions; Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs; FinFit introduces SafetyNet platform to facilitate emergency savings;...

Bhatia will replace 40-year Principal veteran Pat Halter in leading the firm’s asset management division.

In this PLANADVISER interview, Hub’s retirement and private wealth head discusses plans such as rolling out a national financial coaching center for participants.

The DOL has not yet commented on cryptocurrency investments in the wake of the SEC’s approval of bitcoin exchange-traded products.

Institutional asset channels hits $30.9 trillion in 2023 as compared to $30 trillion for U.S. retail clients, according to a new Cerulli report.  

Congress weighs in on the controversial proposal for the first time, with Republicans often against and many Democrats in support.

NIPA, WIPN enhance professional development, networking opportunities; FusionIQ announces partnership with Kinecta Federal Credit Union; Ameritas and Ethos launch Index Universal Life Product.

The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows more evidence of workers planning a gradual retirement.

Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth management.

A plan advisory head says the financial industry should play an important role in combatting that knowledge gap.

The PLANADVISER 2024 Top Retirement Plan Advisers will be celebrated at our annual Industry Leader Awards event on May 8.

The investment manager and retirement recordkeeper made the announcement as it highlights retirement saving trends, including personalization and diversification.

The rule is expected to make it harder for workers to be classified as independent contractors, an issue for some financial advisers who would prefer to keep the...

Although the nomination made it out of committee in March 2023, it has not been brought to a vote of the full Senate.

The industry regulator provided areas of focus for the year ahead to member firms.

Euclid Fiduciary’s litigation summary shows a dip in lawsuits in 2023, but signs of an uptick this year.

Eisenreich replaces the retiring Michael Archer.