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A new compliance release issued by EBSA clarifies that cybersecurity guidance applies to all employee retirement benefit plans and health and welfare plans.

TDFs incorporate index funds from both BlackRock and State Street.

Prime Pensions adds leadership positions; Alera Group promotes Blue to CEO; Vision Financial of Des Moines hires retirement plan relationship manager; and more.

Many public sector employees face unexpected expenses, leading to increased DC plan loans and credit card debt.

Responses are requested by November 4 for the program scheduled to launch in 2027.

A new Nationwide marketing campaign will highlight financial services that include financial and 401(k) plan services, in contrast to home and auto insurance.

The shift, including accepting more electronic signatures, is part of a larger effort to streamline application processes.

American Life launches new fixed-indexed annuity; NAIC graduates 23 from diverse women in alternative investing program; and nudge publishes free financial wellness guide for employers.

The acquisition is the largest for Alera’s retirement plan services division and more than doubles its total assets.

Cogent Syndicated by Escalent finds a jump in rollover intent among respondents interested in an IRA; a Human Interest survey, meanwhile, shows the need for care in retirement...

Fidelity’s 401(k) and IRA ‘millionaires’ are at record levels on strong markets and contribution, but separate surveying reveals millionaires still suffer from financial uncertainty.

401(k) plan participants aren’t the only target of wealth management convergence; Cerulli points to bank depositors as ripe for convergence.

The organization’s latest guidelines lay out fiduciary best practices for offering the brokerage window to retirement plan participants.

The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.

TIAA also makes a strategic investment in Vestwell, as the partnership brings TIAA’s lifetime income option to the middle and small segments of the retirement plan market.

The Mercer adviser team adds to its footprint in the Northeast with the high-net-worth specialist.

Combined lawsuits filed in 2020 and then 2024 alleged excessive fees for a $5 billion retirement plan.

FINRA fined two of the firm’s subsidiaries a total of $1.8 million for allegations of failing to properly review mutual fund purchases and reporting customer complaints.