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The DOL’s EBSA will take public comments for an additional 30 days.

The retirement advisory announced enhancements to its PEP with the Standard, along with a small market partnership with Vestwell and Franklin Templeton.

Bank of America’s Merrill division announced income-focused portfolios for retirees using tactics including “stable income” investing and recurring distributions.

Nuveen distributes annuity to empower DC plans; Navia partnership launches custom 401(k) plans; Harford Funds expands ETFs; and more.

Supporters of the proposal say regulations are essential to protect retirement savers from conflicted advice.

Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO; and more.

Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.

Trenton Hazen will bring retirement plan expertise to the advisory.

The offering comes via partnership with Stadion Money Management and includes the option of an adviser-managed account setup.

Alerus adds retirement sales consultant; Voya hires sales director; PSC retirement gets new CEO with PE deal; and more.

The firm’s Graystone Consulting group and institutional retirement advisers are pitching plan sponsors on a revamped financial education program with local capabilities.

A 401(k) complaint alleging fiduciary imprudence was rebutted in a 70-page review of the committee’s selection and review process.

The new PEP is designed for clients with fewer than 100 employees.  

Morningstar Wealth announces addition of SMAs; Orion expands access to Clark Capital’s Navigator Total Wealth Strategies; SUBSCRIBE adds T. Rowe Price and Oak Hill Advisors to client roster.

Fiduciary expert says the plaintiffs’ use of Form 5500s to measure fees creates erroneous comparisons, and he recommends its new study for large plan fiduciary defense.

Head Lisa Gomez points to education and outreach growth as important outcomes, along with recovered funds and relief.

Inspira Financial, formerly Millennium Trust, will be doing outreach to plan advisers with a more streamlined structure, executives say.

Company sees strong M&A pipeline on the heels of announcing its NFP acquisition.

The former Fidelity workplace products head will work across the company on platform and partnership enhancements.

Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement savers.