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Apera will join Franklin Templeton’s other private credit subsidiaries, which include New York-based Benefit Street Partners and London-based Alcentra, which Franklin Templeton acquired in 2018 and 2022, respectively.

Panelists at PLANSPONSOR National Conference discussed the latest updates on ESG investing, cryptocurrency and the status of including alternative assets in defined contribution plans.

Despite the increase to contributions, according to Fidelity, market volatility brought the average balance of 401(k), 403(b) and individual retirement accounts down in Q1 from Q4 2024.

Daniel Aronowitz pledged Thursday to reduce litigation and expand retirement benefits and also to end a “war on ESOPs.”

At the annual PLANSPONSOR National Conference, speakers from leading industry groups agreed that the state of the industry is strong but, along opportunities for innovation and improvement, there...

The House version of the bill, prioritizing electronic delivery of SEC-required disclosures, has already cleared committee.

The Pension Benefit Guaranty Corporation, which provides financial assistance to distressed pension plans, also requested a smaller budget at $21.8 million, down from $38.9 million in fiscal 25.

The U.S. leads the world in private wealth growth and millionaires, according to Henley & Partners, while a growing share of affluent Americans are relocating to wealth centers...

Mike Wunderli joins CAPTRUST from boutique investment bank Echelon Partners.

Research from PensionBee founds more than 29 million “left-behind” 401(k)s currently exist in the U.S. retirement system, costing workers up to $90,000 per person in lost savings by...

Average costs of a competitively bid pension risk transfer declined to 101.1% of a plan’s accounting liabilities in April from 102.5% in March, according to Milliman.

A report from the New Practice Labs suggests how more low-income households can realize available tax credits.

In a 2019 suit, plan fiduciaries were accused of breaching their duties of prudence by investing some of the retirement plan’s assets in hedge funds and private equity...

The initiative aims to improve compliance assistance by providing more accessible guidance about federal labor laws across five agencies, including the Employee Benefits Security Administration.

The investment bank was accused of mismanaging forfeited funds in its 401(k) plan by using them toward reducing employer contributions.

IRI announces executive committee changes; Simpson Thacher adds a partner to its executive compensation team; Russell Investments announces new investment division appointments; and more.