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3(38) Investment Fiduciaries adds director of investments; Freedom Fiduciaries hires retirement plan consultant; Miller to lead AssuredPartners retirement services practice; and more.

MassMutual offers CAIS alternative investment platform to advisers; Pontera and Stifel help 401(k) participants pursue retirement goals; member-based financial planning firm Facet adds estate planning.

Although Gen Zers are showing a strong start to retirement savings, they still may be too aggressive in their financial planning, according to a new report by Goldman...

A letter from the ERISA Industry Committee lays out recommendations for its 2024-2025 Priority Guidance Plan for regulators including retirement and health care benefits.

A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund data shows total outflows year-to-date.

Advisers and recordkeepers discuss plan design for the burgeoning small business 401(k) market.

The global engineering firm’s $5.1 billion retirement plan committee is sued for defaulting participants into managed accounts plaintiff alleges did not merit the fees.

The interest groups agree that most participants do not read nor understand many disclosures related to their retirement benefits.

Slavic401k announces new partnership with TriSpan; Commonwealth expands adviser access to alternative investments with iCapital; FusionIQ Partners with interactive Brokers Canada; and more.

Small business 401(k) plan costs can benefit from fiduciary-grade advice, a practice that will be mandatory via the DOL’s new Retirement Security Rule.

Financial strains are holding back this generation of caregivers, but workplace benefit providers tout potential for employers to help with customized planning.

The RISE Act would raise credits for micro-businesses with less than ten employees.

Waverly Advisors acquires Derbend Asset Management; Cetera adds partners at Wilde Wealth Management; Modern Wealth expands into 2 new locations.

Today’s savers are preparing for retirement differently from their parents and grandparents, Nationwide finds.

The firms filed a suit in Texas court seeking to undue the Retirement Security Rule aiming to rework the definition of what constitutes fiduciary advice for retirement investing.

Plaintiffs allege Sonoco’s plan committee did not regularly put out requests for proposal to recordkeepers to reduce plan fees for participants.

Hopkins elevated to chief wealth officer at WSFS; Abrdn CEO steps down as asset manager searches for a replacement; Principal taps a content head for retirement and income...

The bill has already passed the House.

Auto-enrollment and escalation are considered the key to 401(k) success; what should advisers do when plan sponsors push back?