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NorthRock acquires WGG Wealth Partners; Cetera’s network gains Pillar and a Commonwealth adviser; Beacon Pointe acquires Sensible Financial Planning; and more.

The new division will facilitate defined contribution plans’ investments in private equity, real estate, private credit and private infrastructure.

Former employees allege that Duke University chose not to use forfeited funds to reduce retirement plan expenses, even though contributions had already been offset.

The 401(k) Annuity Hub lets plan advisers and sponsors access a database of annuities while choosing retirement income options for their participants.

People with sound financial planning and access to a financial adviser have an increased likelihood of thriving in older age, according to John Hancock and the MIT AgeLab.

The company estimates the collective investment trusts could help 401(k) plan participants save more than $1.6 million in combined fees next year.

Outgoing CEO Jay Shah will remain with EFE until year-end in an advisory capacity.

President Trump's original executive order does not amend any laws itself; it only instructs regulators to offer sub-regulatory guidance.

New BMO data reveal rising financial interdependence, as younger parents reported relying on parents while supporting their own children and aging relatives.

If all workers had access to a defined contribution plan, retirement readiness would rise to 61%, according to Vanguard analysis.

Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients.

September’s investors preferred safer options as the stock market hit new highs, according to Alight Solutions’ 401(k) Index.

Half of surveyed health savings account users skip reimbursements due to process hassles, missing out on an average of $2,500 in eligible expenses each year.

Common interest agreements between legal firms and the Department of Labor have attracted prior criticism but they are less likely to occur under the Trump administration.

Daniel Aronowitz, the recently confirmed head of the Employee Benefits Security Administration, has also expressed support for employee stock ownership plans.

Leon Capital adds Travis Pittman as managing partner of strategic investments; Sun Life picks Tom Murphy as president; World Insurance names John Cicchelli head of employee benefits practice;...

Selenski will focus on the Workers’ Wealth Lab, which analyzes wealth disparities in the U.S. retirement system and market and policy-driven solutions.

Voluntary salary reductions for health flexible spending cafeteria plans and annual deductibles for medical savings accounts will slightly increase next year.

The bills, which lack Republican support, also aim to ensure that federal employees have access to TSP loans during government shutdowns.

The state-sponsored savings vehicle is mandatory for private-sector employees who lack access to a retirement plan at work.