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The majority of the assets, $500 billion, are held in 16.3 million 529 savings plan accounts, while prepaid tuition plans held steady at $25 billion across roughly 900,000...

According to PR firm Padilla, 67% of executives report their employees are ready to support change initiatives, and leaders are prepared to capitalize on that.

The Securities and Exchange Commission clarified what applies when a 401(k) plan participant subject to insider trading rules sells company stock through a self-directed brokerage window.

Schwab Advisor Services names managing director of relationship management; Manulife John Hancock Investments names a retirement investment consultant; Nationwide Retirement hires a divisional sales manager; and more.

Vanguard debuts gen AI tool to enhance adviser-client communications; World Investment Advisors gets access to Pontera’s platform; Integrated Partners implements fraud tools to protect clients; and more. 

A federal judge in the Central District of California dismissed the claim that the plan sponsor’s use of forfeited assets violated ERISA.

Though the agency has not fully rescinded the 2024 rule, it indicated it will return to a simpler standard to define an independent worker.

Fiserv announced that Michael Lyons will replace Bisignano as the company’s CEO.

The Securities and Exchange Commission in March said it was prioritizing its review of applications for firms aiming to offer ETF share classes of its traditional mutual funds.

The number of pending Social Security claims for retirement, survivor and health insurance has dramatically increased this year.

Trump’s proposed cuts would slash about $3.63 billion from the DOL.

According to a court filing, the parties agreed to a settlement in the second part of a case over prohibited transactions. 

According to a February survey, the usage of 401(k) plan loans has continued to increase.

State Street said that the inflows were so much below recent averages that the company's full-year forecast for ETF assets is in jeopardy.

The district court determined that the plaintiffs failed to state a viable ERISA claim, the latest action in a flurry of cases concerning the alleged mismanagement of forfeited...

Edward Jones announces changes to executive team; Paul Mahon to retire from Great-West Lifeco; Lincoln Financial names two external wholesalers; and more.

401Go expands its retirement offerings; Schwab Retirement Plan Services adds tools via Candidly; Edward Jones adds alternative investments to private client offering; and more.

The measure passed the House Oversight Committee, 22 to 21, with Representative Michael Turner, R-Ohio, joining Democrats in opposition, and is expected to move to the Budget Committee.