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Employees’ perceptions of long-term care needs, knowledge and accessibility of long-term services and supports influence their financial readiness in retirement.

What was a heated session focused on alleged mismanagement and lack of accountability at the Employee Benefits Security Administration.  

U.S. retail retirement plan rollovers are expected to increase by 34% in the following five years, according to LIMRA.

Private equity-backed wealth management firms have made the lion’s share of RIA acquisitions, according to separate studies from Echelon Partners and MarshBerry.

Thoughts from Nate Moody, with Lebel & Harriman Retirement Advisors.

More than four years and $10 billion in assets into their launch, experts discuss the benefits, the challenges and the misconceptions associated with pooled employer plans.

If enacted, the legislation would give nonprofits the same benefits offered to for-profit entities under the SECURE Act. 

The Department of Labor said the guidance no longer reflects its views, rescinding a 2023 advisory opinion approving the Citi program in question.

Registered investment advisers remained more bullish than retail investors in a recent market outlook study by Schwab Asset Management, but there was a noticeable increase from last year...

Thoughts from Phil Senderowitz, with Strategic Retirement Partners.

The guidance aims to standardize treatment and improve compliance regarding retirement distributions that are not immediately cashed by recipients.

According to the agency, the delay will allow it to balance regulatory efficiency with industry burden for the rule implemented under former President Joe Biden.

The fund will be included in Great Gray Trust Co.’s Panorix Target Date Series, which integrates institutional-grade public and private market exposure.

Supporters say access to PE would allow participants the chance to enjoy higher returns, while naysayers stress that the asset class is volatile and illiquid.

The MSQ 5ForLife Balanced Fund will be available to employers who have MissionSquare retirement plans and are permitted by law to invest using collective investment trusts.

CFP Board elects Martin Seay as 2026 board chair-elect; Inspira appoints Chris Herman as EVP of retirement and wealth; Alliant hires Betty Wehmann in its employee benefits group;...

After 33 years at Mercer, Rich Nuzum will become head of OCIO at Franklin Templeton Investment Solutions, leading efforts to grow the company's outsourced CIO business.

Meeder launches artificial intelligence education program for advisers; Cetera unveils an AI-driven growth suite; Pontera, Snowden Lane Partners announce integration partnership; and more.

Thoughts from Douglas Bermudez, with Strategic Retirement Partners.