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The public employee retirement systems are working to notify people with exposed accounts. 

Market volatility also contributed to declines in average plan balances, contribution rates and overall plan participation, according to Alight.  

The uptick occurred even as assets under management fell for the first time since the 2008 financial crisis, according to an annual study.

DriveWealth appoints Pizzorusso as global CFO; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.  

A letter from the industry association outlines what it calls overlap and inconsistencies between them.

The new mandatory Roth treatment for certain catch-ups introduced by SECURE 2.0 continues to concern retirement professionals.

Betterment launches tax-smart transition features; Broadridge secures patent; and more.

The deal is the fourth retirement and wealth acquisition of the year for OneDigital and expands its Northeast presence.

Edmund Murphy discussed Empower’s push into wealth management and building brand name recognition during investor day.

The adviser network aims to ‘better compete’ for retirement plan business.  

Kentucky Representative Andy Barr introduced a bill aimed at returning investment regulations to a Trump-era standard.

An additional 15% are unsure if they will ever be able to retire.

Kashable, SecureSave deliver financial benefits to employers; Vistria, Kohlberg announce strategic partnership with USRBP; Viu by HUB, Unison to simply homeowner insurance; and more.

The 401(k) provider continues its PE-backed acquisition strategy by booking its fourth deal of the year. 

Vestwell’s director of plan design makes the case for advisers to work on small plans, while Sallus Retirement growth officer notes advisers can leverage PEPs for business growth. 

Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.

In-plan guaranteed retirement income options are much discussed, but less often implemented. Here are resources for evaluating and implementing the insured in-plan option.

People more often turn to advisers for coaching and piece of mind than for specific financial needs, according to new research from Morningstar.

SIFMA supports passage of the bill that would require publicly listed firms to disclose the gender, ethnic and racial composition of directors and senior executives.

Four advisers join Capitol Financial Solutions; Advisor Group acquires Encore Financial Group; Hightower makes two strategic investments; and more.