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Plan adviser Wendy Eldridge joins from Marcum Wealth to connect wealth and retirement plan practices.

A new defined contribution managed account offers participants a chance to invest in a deferred fixed-income annuity.

A new retirement savings simulation tool by the financial services firm signals widespread retirement shortage.

Health status, location and age at retirement all affect how much a retiree can expect to spend on health care costs.

More tricky Roth provisions could be inserted into retirement plan legislation, as long as budget incentives continue to drive policy decisions.

Data from Hearts & Wallets found that more middle-asset, middle-aged households are turning to the workplace for financial guidance, but how widely that spreads is an open question.

CEO and Co-Founder Fielding Miller attributes part of growth to being one of the first 401(k) advisories: ‘We didn’t expect this 27 years ago.’

The former head of distribution will lead the retirement income design company that has partnered with State Street on an in-plan lifetime income builder.

Andre Robinson will succeed Deanna Santana, who served as acting CEO and president since 2023.

PLANADVISER talks with this year’s individual Vision Awards winner about the retirement conference at the front of a trend of bringing industry players together.

Cetera adds Southshore Wealth Management to Summit Financial Networks; Waverly Advisors acquires River Capital Advisors; Brad Morgan joins Savvy Advisors.

The Northern District of Texas quickly followed the Eastern by staying the Department of Labor’s fiduciary rule ahead of its September 23 effective date.

PLANADVISER talks with this year’s organizational Vision Awards winner about DCIIA’s work to take on the biggest challenges in the U.S. retirement sector.

ISS STOXX’s new funds report showed 156 funds registered in June, including 135 ETFs.

Hartford Funds adds c-suite executives; Northern Trust names head of product strategy; SEI hires executive vice president; and more.

The preliminary injunction issued in a Texas district court comes with the fiduciary rule scheduled to take effect September 23.

Automatic enrollment ranks highest for promoting savings across racial and ethnic background, but other modern plan design features can also help book savings, according to Vanguard research. 

PLANADVISER sat down with Fidelity’s Lisa Smith to discuss WIPN’s role in supporting women in the retirement space for almost 15 years.

Charles Schwab surveying also found less optimism in Social Security, while separate polling by J.P. Morgan saw more 401(k) confidence from those working with an adviser.

Interactive Brokers adds retirement planner to portfolio analysis platform; Paychex PEP offering tops $1B in assets; vWise offers AI-generated video creation for participants; and more.