News

More sweeping provisions will become active in January.

Rebecca Hourihan recommends New Year’s resolutions for plan advisers.

This year's PLANADVISER 360 brought together advisers, thought leaders and plan providers. Below, we offer on-demand viewing of sessions including...

J.P. Morgan partners with CAIS to allow advisers access to alternative investments; Pontera partners with Independent Advisor Alliance; and AllianceBernstein...

New Year’s financial resolutions include building back up emergency savings tapped in 2024, according to Fidelity’s 16th New Year’s survey.

Non-retired women see the responsibility of securing a steady lifetime income being shouldered by individuals, not employers, according to a...

According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from...

Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well...

Last month saw increased trading activity, with many mistimed flights to fixed income ahead of the U.S. election, according to...

Insurance and benefits consultancy Gallagher has agreed to acquire AssuredPartners.

Among the 10,437 candidates testing this year, 6,763 candidates passed.

Those aged 73 and older must take their required minimum distribution from defined contribution plans and IRAs.

The major defined benefit consultancies all reported improved funded status in November, as strong markets offset liabilities.

The settlement, reached a little more than two months after he was fired, was about 15% of the total he...

The employee benefits provider’s annual outlook also anticipates active and passive investment ‘mirroring’ in plans to mitigate risk.

Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory...

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, according to researchers...

Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.

Collins joins Alerus as retirement sales consultant; Vanguard strategy head to retire; Wagner Law brings on new employee benefits attorney;...