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Pontera, Orion announce new integration; PEO Partners, AlphaQuest launch actively managed ETF; Sycamore introduces surveillance platform for broker/dealers.

A district court in New Jersey ruled that the plaintiff lacked standing for certain claims, but there is a chance the case will be resurrected.

The veteran of TIAA and Prudential started in the new role in December.

In a separate transaction, the Carson Group added an advisory team based in Roseville, California.

In an amicus brief, several advocacy groups warned that letting the lawsuit proceed past a motion to dismiss could open the door to a wave of frivolous lawsuits.

A presidential executive order issued Monday led to the withdrawal of rules that had not yet been published in the Federal Register.

The court examined conflicting lower court rulings to decide if plaintiffs must demonstrate more than just the occurrence of a 'prohibited transaction' to overcome a motion to dismiss.

The news comes after BlackRock's announcement last week that its annuity-integrated TDF product has surpassed $16 billion in assets under management.

According to experts at T. Rowe Price, plan sponsors should anticipate policy updates and possible litigation reforms in 2025.

JPMorganChase announces new responsibilities for senior leaders; NEPC names Contorno principal and head of DC vendor management; CG Financial Services Appoints Hiipakka as President and COO; and more.

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies.

The acquisition is OneDigital’s first in the nonprofit sector.

NFP’s annual benefits report also found, however, a trend of some employers too often putting that mental health support within other benefit areas.

The plan adviser discusses her work to help create a university-like program for adults with intellectual and development needs.

Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors.

Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension liabilities. 

Encore Fiduciary reported a 35% increase in ERISA excessive fee litigation, in part driven by a surge in plan forfeiture lawsuits.

The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by the end of the decade, with wealth advisers poised...

The Supreme Court will hear a case to resolve a split among circuit courts on whether a plaintiff must argue that more than a ‘prohibited transaction’ has occurred...