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Annuity market sales are projected to reach $450 billion in 2025, roughly double the volume seen in 2020, due to retirement plan participants’ desire for predictable income.

A district judge in New York will decide the next steps in the case alleging excessive recordkeeping fees in Cornell University’s defined contribution plans.

Reports by Echelon and MarshBerry anticipate a record-breaking year for total number of merger-and-acquisition deals involving registered investment advisers and wealth advisory firms.

Rothschild Wealth Partners names Sean Kelly as vice chair; Investment Company Institute elects new chair; Kestra Holdings expands its leadership team; and more.

CAIS, LODAS Markets launch secondary marketplace for private funds; RightCapital releases product to streamline transition of money to its platform; Advyzon adds wealthtech offering; and more.

Only weeks remain for advisers to guide tax-exempt 457(b) plan sponsors as they adopt amendments required by the SECURE Act and SECURE 2.0.

Corporate decisionmakers continue to make significant investments in benefit offerings to recruit and retain top executives, according to Goldman Sachs Ayco’s 2025 Executive Benefits Survey.

NorthRock acquires WGG Wealth Partners; Cetera’s network gains Pillar and a Commonwealth adviser; Beacon Pointe acquires Sensible Financial Planning; and more.

The new division will facilitate defined contribution plans’ investments in private equity, real estate, private credit and private infrastructure.

Former employees allege that Duke University chose not to use forfeited funds to reduce retirement plan expenses, even though contributions had already been offset.

The 401(k) Annuity Hub lets plan advisers and sponsors access a database of annuities while choosing retirement income options for their participants.

People with sound financial planning and access to a financial adviser have an increased likelihood of thriving in older age, according to John Hancock and the MIT AgeLab.

The company estimates the collective investment trusts could help 401(k) plan participants save more than $1.6 million in combined fees next year.

Outgoing CEO Jay Shah will remain with EFE until year-end in an advisory capacity.

President Trump's original executive order does not amend any laws itself; it only instructs regulators to offer sub-regulatory guidance.

New BMO data reveal rising financial interdependence, as younger parents reported relying on parents while supporting their own children and aging relatives.

If all workers had access to a defined contribution plan, retirement readiness would rise to 61%, according to Vanguard analysis.

Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients.

September’s investors preferred safer options as the stock market hit new highs, according to Alight Solutions’ 401(k) Index.

Half of surveyed health savings account users skip reimbursements due to process hassles, missing out on an average of $2,500 in eligible expenses each year.