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In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year.

Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.

The largest alternative investment asset manager is pairing with Empower to include private market investments in direct contribution plans.

The company’s Income Solver software is intended to coordinate clients’ withdrawals from investment assets, Social Security, Medicare premiums and other income sources.

The Department of Labor submitted its rule ahead of the six-month deadline given in President Donald Trump’s executive order last August.

Creative Planning makes first international RIA acquisition; $120M LPL Financial group joins Ameriprise; Cerity Partners adds Sol Capital Management; and more.

Research found that more than two-thirds of workers claiming Social Security first claimed benefits before age 67.

Multiple surveys reveal a common belief that at least $1 million is needed to retire comfortably and that feelings of anxiety around retirement have increased.

The Massachusetts Democrat previously criticized adding private investments, such as digital assets, to retirement plans.

If a large number of firms would be subject to less-burdensome regulatory requirements, it could lead to missteps during integration.

The pledge to ‘match or beat any verified offer’ from a competing provider follows a previously announced customer service guarantee.

The lawsuit against Verizon for terminating two defined benefit pension plans comes to an end as similar cases become less common.

Artificial intelligence analyzed metadata from 12,000 client meetings to determine how financial advisers’ behaviors influence client decisionmaking.

According to the Insured Retirement Institute, its Digital First for Annuities program has decreased cycle times for annuity exchanges to 24 hours from 18 days.

New research from Accenture suggests recordkeepers integrating artificial intelligence with behavioral economics will drive better participant outcomes.

A study from the National Bureau of Economic Research found that couples who do not coordinate their retirement savings could face sizable losses.

Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May.

The Department of Labor’s amicus brief argued that participants who continue to receive their full pension benefits cannot sue over a pension risk transfer.

The IRS published new guidance based on the One Big Beautiful Bill Act, executive orders and more.

Segal appoints new CEO; MissionSquare hires head of fixed income; Envestnet appoints chief marketing officer; and more.