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RFG Advisory appoints Ed Swenson as president; former Personal Capital CEO Bill Harris launches RIA; Mid Penn Bancorp acquires Cumberland Advisors; and more.

‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.

Arena, who has more than 30 years’ experience in insurance and retirement management, will head the USAA Life Insurance Co., starting in early 2026.

During the shutdown, more than 75% of the Department of Labor’s staff are furloughed, but critical requirements like Form 5500 filings are remaining in effect with unchanged deadlines.

Nearly one-quarter of surveyed workers considered quitting due to inadequate benefits, according to a survey by Bank of America.

Thoughts from Sean Bjork, with Bjork Asset Management.

Industry experts say participants nearing retirement deserve plan design flexibility, education and personalized communication.

Three separate studies highlight how a majority of Generation X respondents feel they fell short of their retirement goals.

Last year, retirement benefits remained available to the same overall proportion of private industry and state and local government workers, according to the Bureau of Labor Statistics.

Like similar cases, Capital One was accused of mismanaging its 401(k) plan by using plan forfeitures to reduce contributions.

The Alternatives Investing Center provides live and on-demand courses discussing how to incorporate alternative strategies into client portfolios.

Connecticut and Rhode Island have finalized the partnership of their public retirement account programs, RISavers and MyCTSavings.

Delayed retirements could harm employees and employers alike, according to a new Nationwide report.

Fiduciary Trust hires a senior portfolio manager; Pallas Capital Advisors adds a new strategic adviser; Northern Trust appoints a new head of product; and more. 

Thoughts from Christopher Connolly, with Retirement Team at CANE.

Thoughts from Jake Connors, with Compass Financial Partners, a Marsh & McLennan Agency LLC Company.

Thoughts from Scott Ciullo, with KerberRose Retirement Plan Services.

The firm’s second adviser survey identified how younger advisers—Millennials and those in Gen Z—use artificial intelligence differently than older colleagues.