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The stock trading platform’s IRA with 1% match nears milestone after less than one year while CEO announces 3% IRA match for premium subscribers.

Nationwide and MassMutual team up on advisory annuities; Integrity launches AI-driven tech for agents and clients; NewEdge debuts investment platform for ultra-high-net-worth individuals and institutions; and more.

CEO Ed Murphy says rollover capture also increased year-over-year in the quarter for assets with an average of about $100,000.

Vanguard and BlackRock saw gains from passive mutual fund and ETF management, with JP Morgan gaining on active, according to Simfund data.

A hybrid QDIA solution that transfers participants from a TDF into a managed account can be a hard sell, say plan advisers, but there is traction among smaller...

The new disclosure requirements for public companies will require time and resources to meet cybersecurity needs.

Distributions were down and hardship withdrawals were up, though overall saving rates remained steady, according to the bank’s latest participant research.

Euclid Fiduciary’s mid-year litigation report finds fewer filings, as plaintiff law firms catch up on ’22, but new entrants using more accurate fee and service benchmarking.

11 Wall Street firms admit wrongdoing and agree to pay $289 million in fees for improperly using messaging systems like WhatsApp for business.

The new series aims to bring 'pension-like' income options to participants, according to Nuveen's retirement investing head.

Minor changes, such as requiring pensions to consider cybersecurity before selecting an annuity provider, could be positive, however.

Plan sponsors can utilize 401(k) loan insurance to maximize the power of automatic portability and protect workers’ savings, according to Faegre Drinker Biddle & Reath's Campbell. 

Ameriprise adds 3 teams worth total of $1.1B in client assets; Mercer Advisors Snags Texas-based $680M wealth advisory; Cetera adds father-daughter-led RIA; and more.

The airline argued the case should be dropped partly because the ESG funds in question were not in the 401(k) plans’ core menu.

The recently formed retirement plan advisory taps Empower as the recordkeeper for the pooled employer plan.

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its new asset and wealth business line; and more.

Industry experts seek scaling back of premiums as the pension insurance agency expects to remain solvent long into the future.

The plaintiff voluntarily dismissed the two of four defendants from the lawsuit that claims ESG factors were considered ahead of returns.

The majority of a Transamerica-sponsored panel sees better retirement plan offers and even matching for gig workers by 2026.

Mandatory return to the office programs make attracting and retaining talent more difficult, according to an annual workplace survey.