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Speakers during Wednesday’s PLANSPONSOR Roadmap Livestream session, “Special Considerations for 403(b) Plans,” discussed rules for long-term, part-time employees, the formation of multiple and pooled employer plans, and the...

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...

Oral arguments in Frisard’s Transportation LLC v. United States DOL were scheduled to begin early this month, but under the new administration, the Department of Labor secured a...

In a separate transaction, the Carson Group added an advisory team based in Roseville, California.

NFP acquires Tycor Benefit Administrators and expands presence in the Philadelphia area; Wealth Enhancement announces acquisition of VanceGray Wealth Management and Northwest Investment Counselors; Citizens deepens investment in...

JPMorganChase announces new responsibilities for senior leaders; NEPC names Contorno principal and head of DC vendor management; CG Financial Services Appoints Hiipakka as President and COO; and more.

Encore Fiduciary reported a 35% increase in ERISA excessive fee litigation, in part driven by a surge in plan forfeiture lawsuits.

The Supreme Court will hear a case to resolve a split among circuit courts on whether a plaintiff must argue that more than a ‘prohibited transaction’ has occurred...

If the agreement is approved, participants will receive payments after UnitedHealth did not replace underperforming Wells Fargo funds.

The major defined benefit consultancies all reported improved funded status in November, as strong markets offset liabilities.

Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory team Frango Financial; and more.

Paul Atkins, a digital assets advocate, has been designated the nominee to replace the outgoing Gary Gensler.

Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Alera Group deploys TIFIN @Work’s AI-powered platform; Vanguard launches 2 ETFs.

Oregon representative Lori Chavez-DeRemer also comes with pro-labor record that may give pause to Republican Senators.

President-elect Donald Trump announced his intent to nominate Rep. Lori Chavez-DeRemer, an Oregon Republican, to head the Department of Labor.

Outgoing SEC Chair Gary Gensler oversaw the highest fines figures for the regulator in 2024, though total enforcement actions were down 26%.

Biden appointee Gensler will step down after a ‘robust rulemaking agenda’ as Republican leadership takes over the White House.

Six groups are calling on the Senate to reject a proposal to allow 403(b) plans to invest in collective investment trusts.