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

One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.

Thomas Gahan will now lead Western Asset Management Co., while former CEO James Hirschman becomes chairman.

The 11 states, led by Texas, allege the asset managers have been undercutting coal companies and driving up electricity prices.

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

Retirement industry representatives, providers and academics weighed in on how to best implement a federal matching program for lower-income savers.

The investment industry association’s letter highlighted key issues impacting investment advisers and investors.

Experts at PLANADVISER 360 shared their views on winning new business, effective conversation starters and client fit.

Phil Witherington, president and CEO of Manulife Asia, has been named Gori’s successor.

DC experts from TIAA discussed ways plans can help participants utilize their retirement savings at PLANADVISER 360.

At the PLANADVISER 360 conference, experts discussed strategies for balancing flexibility, cost and transparency.

The assistant secretary of labor said she was on a ‘farewell tour’ while speaking at the PLANADVISER 360 conference. 

Strable, recently named president, will take the top job from Dan Houston, effective January 7.

Relief ends on May 1, 2025, for areas impacted by hurricanes. 

Researchers with the financial services firm conclude that a proposed act to expand retirement savings access would ultimately reduce retirement savings for the majority.

A Trump administration and likely Republican-led Congress will create opportunities in many areas of retirement advisement, but they will also bring setbacks, according to ERISA pros.

Retirement plan advisers weigh in on post-election market impacts, retirement strategies and the overall economic outlook.

The employer-sponsored retirement plan industry will be watching for shifts in policy and focus with the return of a Donald Trump-led Republican administration.

A federal judge called the plaintiff’s claims ‘impermissibly broad,’ but gave the plaintiff a chance to submit a revised complaint.