Search results for: a

SECURE 2.0 provisions concerning Roth catch-up contributions and plan forfeitures need to top of mind for plan advisers for the remainder of the year.

Clients will also gain access to a digital third-party administrator and a digital financial wellness platform.

The trade association and custodian announced they will collaborate on industry advocacy and resources for registered investment advisers.

Creative Planning acquires Financial Abundance; AlphaCore acquires SPC Financial; Prime Capital Financial adds tax advisory services; and more.

The defined contribution pooled employer plan is best suited for plans with more than 80 participants and less than $2.5 million in assets, according to Vestwell.

More than one-third of surveyed workers told Schroders they would not delay claiming Social Security until age 70 because they needed the income as soon as possible.

From insurance overlays to TIPS ladders, retirees have options to replenish their savings, rather than only withdrawing and risking account depletion.

Colbert Narcisse, the chief product and business development officer for TIAA, proposes a three-part framework to increase guaranteed lifetime income solutions in workplace retirement plans.

A judge in Pennsylvania wrote that plaintiffs lack standing to sue Allegheny Technologies over a transfer of $1.5 billion in pension obligations to Athene.

Women are expected to inherit $30 trillion in wealth from Baby Boomers by 2030, but they remain underserved by financial advisers.

Nominations are now being accepted in six categories through January 9, 2026.

A MissionSquare Research Institute study revealed that employees who felt confident using artificial intelligence tools reported higher job satisfaction.

Annuity market sales are projected to reach $450 billion in 2025, roughly double the volume seen in 2020, due to retirement plan participants’ desire for predictable income.

A district judge in New York will decide the next steps in the case alleging excessive recordkeeping fees in Cornell University’s defined contribution plans.

Reports by Echelon and MarshBerry anticipate a record-breaking year for total number of merger-and-acquisition deals involving registered investment advisers and wealth advisory firms.

Rothschild Wealth Partners names Sean Kelly as vice chair; Investment Company Institute elects new chair; Kestra Holdings expands its leadership team; and more.

CAIS, LODAS Markets launch secondary marketplace for private funds; RightCapital releases product to streamline transition of money to its platform; Advyzon adds wealthtech offering; and more.

Only weeks remain for advisers to guide tax-exempt 457(b) plan sponsors as they adopt amendments required by the SECURE Act and SECURE 2.0.

Corporate decisionmakers continue to make significant investments in benefit offerings to recruit and retain top executives, according to Goldman Sachs Ayco’s 2025 Executive Benefits Survey.