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OneDigital enhances benefits capabilities with BoliColi acquisition; IRALOGIX launches a retirement preparedness benchmark; Mercer Advisors expands its family office services; and more.

Repositioning defined contribution plans as income programs could be the best path forward, according to a recent MetLife study.

Equity fund investors missed the S&P 500 by a massive 848 basis points, while fixed-income investors underperformed by 232 basis points.

The bill would offer federally run retirement savings plans to low- and middle-income workers who lack access to an employee-sponsored plan.

The Standard study shows employers express a 40% increase in plan adviser satisfaction after joining a pooled employer plan.

An average of one in every three people needs credit cards to make ends meet—and many are maxed out, according to a recent survey.

Similar to a measure that passed the House last year, the Improving Disclosure for Investors Act prioritizes electronic delivery of SEC-required disclosures.

The Department of Labor will have an additional 60 days, to June 16, 2025, to decide its next steps in litigation against the Biden-era Retirement Security Rule.

He will lead the financial wellness platform’s development amid the growing demand for personalized coaching solutions.

A Broadridge survey found a leap in firms’ investment plans for generative AI technology.

Social Security will now conduct an anti-fraud check on all phone applications by analyzing “patterns and anomalies within a person’s account.” 

An AFA survey of professionals from U.S.-based RIA firms that research funds and/or select funds for client portfolios, found that half of firms are likely to increase their...

Having an investment adviser on retainer had a moderate impact on pricing, as about half of insurers reported that it was a significant influencer.

While 39% of men believed their income had kept up with inflation in 2024, only 28% of women felt the same.

Nationwide Retirement Solutions names a mid-market acquisition director; Groom Law Group expands its retirement and fiduciary practice; Cache appoints heads of investor, institutional solutions; and more.

Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private wealth.

At a PLANSPONSOR webinar this week, experts discussed why data, and access to data, are important to the fiduciary process for a health care plan.

The agency announced that all claim types can be completed over the phone once again, after receiving backlash from retiree advocates.

Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs; Lazard Asset Management introduces three active ETFs in the US; and more.