Search results for: a

The vote passed the House Education and Workforce Committee, but no vote has yet been scheduled for the full House.

The rebrand of the retirement plan and wealth advisory division is meant to strengthen alignment with parent company World Insurance Associates.

The SEC aims to try again with its rules on predictive analytics and safeguarding by year’s end and for swing pricing in 2025.

Three distinct reports agree Gen X needs financial guidance via the workplace—with participants valuing transparency and honest dealing.

Pooled plan provider NPPG advocates for registration if there is 3(38) investment selection responsibility, but a PEP expert argues it is not required.

Stifel and Commonwealth ranked highest among employee advisers and independent advisers, respectively.

The recordkeeper and asset manager has made recent investments in consultant relationships as a tactic to grow its workplace plan and participant numbers.

An ERISA Advisory Council hearing explored expanding the use of annuities in default investment offerings.

Aquiline Capital acquires majority stake in Isio Group; Countiss Wealth Management debuts; Wealth Enhancement Group adds Starfox Financial Services.

Participants with 401GO plans can access their contribution history, investment performance and other resources.

Challengers of the rule that allows environmental, social and governance factors to be considered in investment decisions cited the overturning of Chevron.

McGlynn promoted to director of national partnership sales at Pacific Life; Munari named chief product officer at MSCI; Pentegra hires Maxwell as head of strategic accounts; and more.

A final ruling on the merits of the regulator’s ban on noncompete contracts for employees is expected by August 30.

The new tool allows plan fiduciaries to evaluate the growing list of in-plan DC annuity options.

The American Benefits Council suggested in a reply to Louisiana Senator Bill Cassidy that gig workers can benefit from increased awareness and legal certainty.

Orion launches stand-alone trading solution, bundle for new advisers; Netchex partners with Vestwell on 401(k) for small and midsize firms; OneAmerica Financial to offer nonqualified compensation plans.

Hearts & Wallets’ findings counter the idea that the Baby Boomer-to-Millennial wealth transfer should be advisers’ focus.

Poor service quality was another driver of recordkeeper moves, new research from Escalent finds.

As new Blackstone financial adviser surveying reiterates the growth in private market investing, can asset managers leverage the moment to champion its inclusion in defined contribution plans?