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The fintech company argues that the nation’s largest recordkeeper is overreaching by restricting third-party access to accounts.

Thoughts from Alvaro Galvis, with Merrill Lynch.

Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of sub-asset classes within collective investment trusts.

Personal branding that incorporates unique characteristics and beliefs is key to reaching and retaining clients, according to consultant Sheri Fitts.

According to an NFP report, employees ‘don’t want to be pitched’ and want ‘relatable’ advice.

The Supreme Court will take up the case's main outcome, after already ruling on a separate part of the case in 2020.

CAIS, LODAS Markets launch secondary marketplace for private funds; RightCapital releases product to streamline transition of money to its platform; Advyzon adds wealthtech offering; and more.

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

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

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.

Thoughts from Sean Bjork, with Bjork Asset Management.

Thoughts from Manny Alonso, with Raymond James.

Two thought leaders from Ares Management, including a former director of the PBGC, explain why exposure to private markets can improve outcomes.

A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of private markets in defined contribution plans.

Millennials and Generation Z stay at their jobs at about the same amount of time that previous generations did at their age, according to the National Institute on...

iCapital and Tangible Markets partner on liquidity solutions for alternative investment funds; Betterment and Vanilla offer estate planning technology available to advisers; Lincoln Financial and Bain Capital launch...

Thoughts from Jessica Ballin, with 401k Plan Professionals.

There are ‘strong synergies’ between iJoin's data services and Broadridge's retirement plan servicing capabilities, according to the announcement.

A recent study found that corporate plan sponsors' top reasons for offering flexibility were work-life balance, talent attraction and retention.