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The court examined conflicting lower court rulings to decide if plaintiffs must demonstrate more than just the occurrence of a 'prohibited transaction' to overcome a motion to dismiss.

While AUM continues to grow, training, mentorship and succession planning could all help address the headcount stasis.

The news comes after BlackRock's announcement last week that its annuity-integrated TDF product has surpassed $16 billion in assets under management.

The acting secretary will run the DOL while Trump’s nominee for secretary of labor, Lori Chavez-DeRemer, awaits confirmation.

Waverly Advisors acquires Dickinson Investment Advisors; Integrated Partners expands West Coast Footprint with addition of RetirementDNA; Concentric Wealth Management joins MAI Capital Management.

According to experts at T. Rowe Price, plan sponsors should anticipate policy updates and possible litigation reforms in 2025.

ERIC argues the final rule goes beyond the authority federal officials have under the mental health parity law’s authority.

The regulator determined that the firm failed to provide accurate details regarding the capital gains and tax consequences associated with a change in investment minimums. 

JPMorganChase announces new responsibilities for senior leaders; NEPC names Contorno principal and head of DC vendor management; CG Financial Services Appoints Hiipakka as President and COO; and more.

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies.

The regulation aims to strengthen protections for employees in stock ownership plans

BlackRock’s LifePath Paycheck reaches a milestone; HSA Store launches a mobile app; Green Leaf Launches 401(k) Solution; and more.  

The complaint accused the engineering and construction firm of defaulting participants into a high-fee option that provided no benefits compared with a target-date fund. 

The collaboration will allow for protected lifetime income strategies to be added to managed accounts via the FIDx Insurance Overlay marketplace.

The acquisition is OneDigital’s first in the nonprofit sector.

NFP’s annual benefits report also found, however, a trend of some employers too often putting that mental health support within other benefit areas.

The relief measures include extended deadlines for 2024 retirement contributions and penalty-free hardship withdrawals for those affected.