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Although concerns continue that disclosures are hard for savers to understand, the Government Accountability Office found the regulations helpful to plan sponsors and participants.

Arthur J. Gallagher & Co. acquires Redington Ltd.; Hyperion Partners joins MAI Capital Management; Modern Wealth Management acquires RIA Petso Financial; and more.

OneAmerica announces new president of employee benefits; Nationwide names a new head of its annuity business; Pentegra adds a new member to its executive team; and more.

At WIPN, Rosalyn Brown champions initiatives that empower women, especially those of color, in the financial services industry.

Abernathy Daley 401k Consultants found that 80% of companies were spending more than efficient pricing for 401(k) and 403(b) plans.

A federal judge dismissed allegations made by a former Pfizer employee that the pharmaceutical company charged unreasonable recordkeeping and administrative fees.

An M&A trends report from Marshberry shows slowing, yet still robust, dealmaking for retirement plan advisories, as scaled and multi-service providers dominate the market.

In an additional sign of further retirement, benefits and wealth consolidation, Alera Group acquired Berkshire Fairfield Insurance Agency and Scarafoni Financial Group.

Morgan Stanley fund lands $2B in capital commitments; Transamerica managed advice available for contractors PEP; OneDigital launches new benefits platform; and more.

The council is considering recommendations to the DOL on default decumulation options. 

A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.

PLANADVISER asks plan sponsors about the services they get from their adviser team.

Speakers at an eMoney financial adviser summit noted that AI is most useful for wealth managers as a practice management tool, ideally freeing up advisers for more human...

Wayne Park, CEO of John Hancock Retirement, discusses ways the retirement industry can help workers be better prepared for retirement.

Joshua Sorensen, formerly of Edelman Financial Engines, joins Alera Group as it continues to grow its retirement plan practice.

The adjustments affect 60 tax provisions, including health flexible spending plans; tax brackets all saw income threshold increases.

LPL analyst predictions hold true, as Interim CEO Steinmeier earns the top job less than one month after the firm’s CEO was fired for misconduct.

Fink looks to other countries, such as Australia, for pension system models.

Carson completes deal with Sweet Financial; Beacon Pointe Advisors adds Landmark Wealth Management; and Journey Strategic Wealth announces 2 acquisitions.

The deal will combine NEPC’s institutional investment, research and OCIO capabilities with Hightower’s rapidly growing registered investment advisory network.