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At the PLANADVISER 360 conference, experts discussed strategies for balancing flexibility, cost and transparency.

The assistant secretary of labor said she was on a ‘farewell tour’ while speaking at the PLANADVISER 360 conference. 

Strable, recently named president, will take the top job from Dan Houston, effective January 7.

Recordkeepers on a PLANADVISER 360 panel said relationships work best when advisers know their growth strategy and needs.

The head of the recordkeeper, asset manager and insurer foresees further consolidation, with winners innovating for advisers and participant services.

Erin Wood of Carson Group discusses the organization’s recent push to provide financial planning resources across plan and individual advisement.

Relief ends on May 1, 2025, for areas impacted by hurricanes. 

Wealth Enhancement Group announces acquisition of M&R Capital Management; Kestra, Riverside welcome new adviser; Aspen Standard Wealth acquires $2.8 billion AUM Summitry.

Plan adviser Jania Stout explained her transition to head Prime Capital’s retirement and wellness divisions, where her boss said she can be ‘jet fuel’ for the $30 billion...

BMO received a complaint alleging its plan committee breached ERISA by using forfeited plan assets to benefit the company, not participants.

With 2025 FSA contribution limits set at $3,300, the IRS reminded taxpayers to leverage flexible spending arrangements.

Jacques Chappius named president, CEO of PGIM; The Standard promotes Hall to retirement plans actuary role; Schroders taps a new Americas CEO from within; and more.

Researchers with the financial services firm conclude that a proposed act to expand retirement savings access would ultimately reduce retirement savings for the majority.

The company saw growth across both its retirement plan and recently revamped wealth management divisions.

Pontera offers access to Envestnet’s BillFin solution; Axos Clearing, Envestnet partner to deliver managed account solutions; Jackson increases access to RILA product through distribution partnership with JPMorganChase; and...

Mike Durbin, who left Fidelity Institutional to become head of Cetera’s parent organization, will now take over, while Antoniades will remain on Cetera’s board.

The firm’s head of wealth distribution and client engagement says plan sponsor client migration would likely start in 2025 and play out into 2026.

A Trump administration and likely Republican-led Congress will create opportunities in many areas of retirement advisement, but they will also bring setbacks, according to ERISA pros.

In its annual report, the SEC auditor warned of litigation related to current and future rules; separately, the ASA called on SEC Chair Gensler to step down.

Retirement plan advisers weigh in on post-election market impacts, retirement strategies and the overall economic outlook.