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Former participants of insurance company Swiss Re’s retirement plan also accused the firm of allowing the plan to pay excessive recordkeeping fees, offering underperforming investments and under-utilizing forfeiture...

Lopes joins Nationwide retirement solutions; Pennsylvania PSERS announces retirement of executive director; Wilmington Trust names DiLuigi head of US Markets.

Vanguard Digital Advisor tops the list, followed by Fidelity Go and Betterment/Betterment Premium.

Alera Group expands its wealth management and retirement plan solutions; Berwyn Group launches a death audit solution; J.P. Morgan launches an active ETF; and more. 

One of the biggest challenges executives cite in fraud prevention is that employees don’t always follow fraud prevention policies, according to research from Trustpair.

The Standard names a regional vice president in retirement plans; Nationwide Retirement Solutions welcomes a consultant relations manager; Easterly Asset Management names an SVP of sales; Luma Financial...

According to Conning’s annual insurance investment risk survey, insurance investors are far less concerned about inflation than in recent years and are piling into private assets.

A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.

During Oros’ tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets under advisement to $1.8 trillion from $57 billion.

Prime Capital Financial Expands in Southeast with Sugarloaf Wealth Management; CW Advisors Adds Two Boston-Area RIA Firms; Cetera Adds Teams From Equity Services and Raymond James; and more.

In addition to the pension risk transfer stake, Japanese insurer Meiji Yasuda will acquire all of L&G’s U.S. protection business in a total $2.3 billion deal.

Newfront Retirement Services adds associate vice presidents; CFP Board announces CEO Keller to retire in 2026; Focus Financial Partners names new CFO; Wagner Law Group welcomes a new...

The Investment Company Institute released a statement supporting the congressional effort on Thursday.

The $2.7 billion dollar plan also joins the more than 30 employers accused of mismanaging employee forfeiture funds.

Among advisers who recommend investing in cryptocurrencies, the most common allocation remains 2% of assets, according to a Digital Assets Council of Financial Professionals survey.

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.

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.