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Plan sponsors should articulate organizational objectives to derive optimal benefits from workplace financial wellness initiatives, say experts during a PLANSPONSOR livestream.

Workplace financial wellness needs to be more than just a retirement account, according to experts at a PLANSPONSOR livestream.

The offering comes via partnership with Stadion Money Management and includes the option of an adviser-managed account setup.

SEC Chairman Gary Gensler addressed the investment community’s concerns anxiety about regulation of predictive data analytics, including artificial intelligence, at IAA’s 2024 Compliance Conference.

A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and to help participants plan appropriately.

Rule amendments finalized this week will require broker/dealers to share more information on the quality of stock order executions and produce a summary report.

William Birdthistle, the Securities and Exchange Commission’s current director of investment management, told an IAA conference the SEC will continue to explore regulating the use of artificial intelligence...

The drop among the traditional group of 21 companies comes after two years of gains, according to Russell Investments.

The rule would make it much harder to classify workers, including financial advisers, as independent contractors.

Only one-quarter of advisers even have access to alts, according to Fidelity.

The survey seeks to collect data on compliance practices.

The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the ‘president’ title.

Birdthistle greatly influenced many proposals and rules affecting advisers, including the names rule and the predictive analytics proposal.

The industry organizations plan to issue research and educational materials for plan sponsors regarding how to combat cyber fraud in retirement plans.

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. 

SECURE 2.0, state mandates, PEPs and engaged financial advisers can all help boost qualified plan offerings, according to providers.

The third installment of Planadviser In-Depth’s series on the 401(k) market considers the various ways recordkeepers are looking to evolve.

The new PEP is designed for clients with fewer than 100 employees.  

A proliferation of retirement income annuity offerings has ARC consultants citing ‘cause to question’ language that requires assessing annuity offerings for qualified plan participants.