News

Young adults are also more optimistic in career prospects compared to prior years; separately, CFP marked a milestone of 100,000...

3(38) Investment Fiduciaries adds director of investments; Freedom Fiduciaries hires retirement plan consultant; Miller to lead AssuredPartners retirement services practice;...

MassMutual offers CAIS alternative investment platform to advisers; Pontera and Stifel help 401(k) participants pursue retirement goals; member-based financial planning...

Although Gen Zers are showing a strong start to retirement savings, they still may be too aggressive in their financial...

A letter from the ERISA Industry Committee lays out recommendations for its 2024-2025 Priority Guidance Plan for regulators including retirement...

A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund...

Advisers and recordkeepers discuss plan design for the burgeoning small business 401(k) market.

The global engineering firm’s $5.1 billion retirement plan committee is sued for defaulting participants into managed accounts plaintiff alleges did...

The interest groups agree that most participants do not read nor understand many disclosures related to their retirement benefits.

Slavic401k announces new partnership with TriSpan; Commonwealth expands adviser access to alternative investments with iCapital; FusionIQ Partners with interactive Brokers...

Small business 401(k) plan costs can benefit from fiduciary-grade advice, a practice that will be mandatory via the DOL’s new...

Financial strains are holding back this generation of caregivers, but workplace benefit providers tout potential for employers to help with...

Waverly Advisors acquires Derbend Asset Management; Cetera adds partners at Wilde Wealth Management; Modern Wealth expands into 2 new locations.

Today’s savers are preparing for retirement differently from their parents and grandparents, Nationwide finds.

The firms filed a suit in Texas court seeking to undue the Retirement Security Rule aiming to rework the definition...

Plaintiffs allege Sonoco’s plan committee did not regularly put out requests for proposal to recordkeepers to reduce plan fees for...

Hopkins elevated to chief wealth officer at WSFS; Abrdn CEO steps down as asset manager searches for a replacement; Principal...

The bill has already passed the House.

Auto-enrollment and escalation are considered the key to 401(k) success; what should advisers do when plan sponsors push back?