Search results for: d

Common interest agreements between legal firms and the Department of Labor have attracted prior criticism but they are less likely to occur under the Trump administration.

Daniel Aronowitz, the recently confirmed head of the Employee Benefits Security Administration, has also expressed support for employee stock ownership plans.

Leon Capital adds Travis Pittman as managing partner of strategic investments; Sun Life picks Tom Murphy as president; World Insurance names John Cicchelli head of employee benefits practice;...

Selenski will focus on the Workers’ Wealth Lab, which analyzes wealth disparities in the U.S. retirement system and market and policy-driven solutions.

Voluntary salary reductions for health flexible spending cafeteria plans and annual deductibles for medical savings accounts will slightly increase next year.

The bills, which lack Republican support, also aim to ensure that federal employees have access to TSP loans during government shutdowns.

The state-sponsored savings vehicle is mandatory for private-sector employees who lack access to a retirement plan at work.

The IRS will continue essential operations, including tax revenue processing, income verification services and support for legal functions related to Social Security and personnel management.

Osaic advisers to use Vanilla’s estate planning platform; Elevation Point selects Vestmark for portfolio management; Bernstein introduces PEP; and more.

Although widely used for capital preservation, recent research indicated that stable value funds could also be a building block of retirement income.

The combination of the two firms will have more than 550 advisers and represent $640 billion in total client assets. 

Securities and Exchange Commissioner Paul Atkins was also reappointed to a five-year term from 2026 through 2031.

Middle class households can handle rising prices and unexpected expenses, but their overall financial well-being is slipping, according to the American Council of Life Insurers.

One in four respondents told the American Benefits Council they decided against providing more benefits to plan participants out of concern of facing lawsuits.

Good will assume his role on January 1, 2026, as outgoing CEO David Musto transitions to executive chairman.

Mercer Advisors acquires Singer Burke; King Financial Network joins Cetera’s Summit Financial Networks; BIP Wealth acquires Prehmus Financial; and more.

BlackRock’s former head of US retirement will lead efforts to develop strategic partnerships.

While the Massachusetts court dismissed the pension risk transfer case against AT&T, the plaintiffs still have standing to sue.

Most advisers told ISS Market Intelligence they used artificial intelligence tools to summarize information, rather than for more extensive analysis.

Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund share classes within existing mutual fund portfolios.