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Zocks partners with Carson Group to accelerate client intelligence; Vestwell unveils emergency savings account offering; Antares launches private credit fund; and more.

A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.

In its letter to Congress, ERIC urged lawmakers to ‘preserve and protect’ ERISA, maintain tax incentives in health and retirement plans, and impost health care cost transparency.

In its policy guide, the national trade association emphasized the importance of protecting retirement and health plans under ERISA and maintaining the current tax incentives associated with these...

President Donald Trump’s nomination of Aronowitz, an expert on fiduciary liability insurance, was received in the Senate on Tuesday.

Under the previous administration, the Department of Labor had filed notices of appeal in the fall of 2024 in two federal court rulings that stayed the implementation of...

Advisers see a more favorable regulatory environment but also seek more independent education about cryptocurrency assets.

During Oros’ tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets under advisement to $1.8 trillion from $57 billion.

The plaintiffs in the case against Charter Communications Inc. allege the telecommunications giant ‘misused’ forfeited plan assets when reducing the employer’s future matching contributions to the plan.

A judge blocked an attempt from several union groups and a think tank to prevent the Department of Labor from allowing Elon Musk and the Department of Government...

Defined contribution assets have grown by an average of 6.7% per year since 2014, while defined benefit assets have grown at 2.1% per year, according to the Thinking...

Prime Capital Financial Expands in Southeast with Sugarloaf Wealth Management; CW Advisors Adds Two Boston-Area RIA Firms; Cetera Adds Teams From Equity Services and Raymond James; and more.

In addition to the pension risk transfer stake, Japanese insurer Meiji Yasuda will acquire all of L&G’s U.S. protection business in a total $2.3 billion deal.

A provision of the SECURE Act 2.0 of 2022 that permits certain assets saved for education to be rolled over into retirement accounts is expected to broaden the...

Newfront Retirement Services adds associate vice presidents; CFP Board announces CEO Keller to retire in 2026; Focus Financial Partners names new CFO; Wagner Law Group welcomes a new...

Nearly half of individuals with a DC plan said they probably would not be saving for retirement if not for their DC plans, according to research from the...

The Investment Company Institute released a statement supporting the congressional effort on Thursday.

PensionBee and SS&C offer safe harbor IRA; Future Capital and Axos Clearing facilitate 401(k) management for wealth clients; East Coast Asset Management introduces strategy to U.S. market, and...

Oral arguments in Frisard’s Transportation LLC v. United States DOL were scheduled to begin early this month, but under the new administration, the Department of Labor secured a...