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Intellicents’ recently named retirement services president, Brandon Budd, says the firm is focused on low-cost, participant financial planning services as a key differentiator.

Supporters of the proposal say regulations are essential to protect retirement savers from conflicted advice.

Orion, DPL partner on annuities marketplace for advisers; Morgan Stanley launches private markets transaction desk; Just Futures announces 'values-driven' 401(k) and 403(b) plan offerings; and more.

The Saver’s Match will replace the Saver’s Credit in 2027, making it a direct government matching contribution into an IRA or eligible retirement plan.

The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement investing.

Gender, race, income and age all shape the well-being of employees and should be taken into account when designing workplace benefit plans, according to Buck. 

The second story in PLANADVISER In-Depth’s series on the 401(k) market considers the convergence of retirement planning and wealth management—a trend whose outcome is far from written.

iJoin’s CEO discusses the evolution and current state of managed accounts.

Witnesses called to testify at a House hearing disputed whether small balances would still be served under the retirement security proposal and whether annuities are more stringently regulated.

The recordkeeper with a large presence in small businesses and PEPs moves into four business segments.

Inspira Financial, formerly Millennium Trust, will be doing outreach to plan advisers with a more streamlined structure, executives say.

The firm’s Retirement Savings Maximizer provides guidance toward additional tax-advantaged options if a saver is projected to hit the maximum elective deferrals in their defined contribution plans. 

A House subcommittee hearing resulted in significant opposition from agricultural interests.

Euclid Fiduciary’s litigation summary shows a dip in lawsuits in 2023, but signs of an uptick this year.

Hub International acquires BLS Wealth Management and Gottschling advisories; Mercer Advisors adds Transitions Wealth Management; HANYS Benefit Services rebrands as TruePlan.

Retirement savings portfolios may see less volatility next year, according to Bank of America, Goldman, LPL and Vanguard.

Groom Law Group, Chartered, compares current retirement provisions with new ones that take effect in 2024.

The one-page form marks the symbolic start of SECURE 2.0’s enhanced tax credits for small business retirement plan startups.