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The recordkeeper’s Q2 participant report also finds third-consecutive boost in average retirement account balances on strengthened markets.

Shelly Nolfi and Holly Monday will join in the newly created positions of assistant vice president for client management and expansion.

The rebranding comes after acquisitions including the purchase of CVS’s Payflex, which brought more employer-based solutions to the trust and custody provider.

Asure taps Vestwell to offer clients 401(k) benefit; NFP hires Ascend for insurance billing platform; NAIC and U.S. Bancorp partner to increase diversity among alternative asset managers; and...

Maine will join Colorado’s state-sponsored employer retirement plan to reduce costs for savers in both states.

An ERISA lawsuit alleging TDF underperformance by the asset manager for Cisco 401(k) participants has been dismissed.

Iowa, Idaho, and Montana came out on top when it comes to accessibility to workplace 401(k)s, according to analysis from the Economic Innovation Group.

Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market.

A judge overseeing the complaint brought by a former pilot has set a potential trial date; the airline has said ESG-related investments were only available as a self-directed...

Cetera seals Securian deal with 91% retention; Sequoia adds wealth manager with practice area focused on clients with special needs; UBS snags $640M Ohio-based wealth manager; and more.

Requiring registered advisers to follow state-level ESG disclosure rules violates federal law, according to SIFMA’s lawsuit.

Plan sponsor interest in areas such as reenrollment, in-plan retirement income, and financial wellness programs have grown, finds JP Morgan Asset Management.   

Founder Long to take chairman role as John Longley, former SVB private wealth head, becomes CEO.

The retirement provider, which acquired Securian Financial’s $17 billion recordkeeping business last year, announced seven new features and products.

A federal judge in California ruled for Live Nation in a motion to move the case to arbitration.

From PEPs to emergency savings accounts, the DOL’s EBSA is welcoming input on changes and revisions to retirement plan administration.

Newfront hires Sakata, Nelson to retirement services team; Bartlett joins Choreo as SVP of advisers; startup AdvisorCheck taps former RIA head Tam for CEO; and more.

Attorneys are seeking to dismiss allegations that retirement funds were jeopardized due to divestment from securities of fossil fuel companies.  

A complaint alleging AT&T’s benefits committee failed to properly report brokerage commission paid to Fidelity has been remanded back to the district court.

Sabrina Bailey says she is going back to ‘true roots’ of shaping investing and retirement outcomes for end clients.