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Middleware providers that offer annuity incorporation and portability across retirement plan recordkeeping platforms will play a key role in uptake, says DCIIA research group.

Skills development, management capabilities and organizational agility are among the key drivers of team productivity.

A federal judge in Pennsylvania decided an an expert witness to the plaintiffs was unreliable, leading to a dismissal of the allegations.

Although confidence hasn’t recovered since the last reading, many Americans feel optimistic about their retirement.

The RIA is spinning off its 401(k) division to become Fisher Retirement Solutions.

Some provisions are set to come into effect in September.

There is need for more education in areas including retirement planning from equity compensation plans, according to Morgan Stanley at Work research.

Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for the next 12 months, according to a Capital...

The reliance on 401(k)s means retirement industry must turn attention to this group about 10 years from the traditional retirement age. 

The report from the DOL’s EBSA summarized the concerns of some stakeholders, but makes no recommendations of its own.

Wealth Enhancement Group adds Atlas Fiduciary Financial; Cruz joins Ameriprise Financial; NewEdge Advisors welcomes Stonebridge Financial Partners.

Tech and legal firm Darrow uses AI as a tool for ERISA lawsuit allegations such as underperforming plans, excessive fees.

In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution managed accounts for early to mid-career savers.

Vanguard’s annual America Saves report shows an uptick of Roth 401(k) use both in terms of availability and participant use.

Morningstar Wealth TAMP clients and advisers will gain access to AssetMark’s platform, while advisers using AssetMark can access to Morningstar’s model portfolios and managed accounts.

Ascensus names regional VP for retirement sales; Nowak promoted to DC director at Marquette; Alerus names health and welfare sales consultant; and more. 

ERIC and SPARK argue that the DOL’s data request goes beyond the intent of the statute and may create participant data security risks.

The final PLANADVISER In-Depth installment for this quarter reveals the saving outcomes for participants depending on their strategies.

The DOL counters an insurance industry lawsuit by arguing that the new rule is lawful, consistent with case law and will protect investors.

Meanwhile, T. Rowe launches framework to evaluate retirement income offerings.