The largest OCIO provider is Mercer, with $548 billion in outsourced assets under management. Captrust is the fifth largest provider,...

The ERISA Advisory Council has not yet set a date for the year’s first meeting, and the DOL has also...

A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.

In its letter to Congress, ERIC urged lawmakers to ‘preserve and protect’ ERISA, maintain tax incentives in health and retirement...

Oral arguments in Frisard’s Transportation LLC v. United States DOL were scheduled to begin early this month, but under the...

The $2.7 billion dollar plan also joins the more than 30 employers accused of mismanaging employee forfeiture funds.

Among advisers who recommend investing in cryptocurrencies, the most common allocation remains 2% of assets, according to a Digital Assets...

Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May. 

With 2025 FSA contribution limits set at $3,300, the IRS reminded taxpayers to leverage flexible spending arrangements.

Broker/dealer Janney will bring its $150 billion in client assets but remain an independent business.

Avantax adds Long Island-based S&P Financial Services; Blue Owl announces acquisition of Atalaya Capital Management’s business; CW Advisors acquires New...

The retirement plan offering is designed to streamline plan operations for plan advisers and sponsors.

$3.5 billion firm joins World (formerly Pensionmark) to expand its growth strategy and enhance its offering to advisers and clients.

He will transition from his current position leading retirement solutions to take the spot of the recently retired Eric Henderson.

Lenox Advisors leaders say cultivating new talent for the financial sector starts with getting young people engaged with finances in...

Wealth Enhancement Group acquires Peak Financial Services and Rock House Financial; Dalton joins Cetera Advisor Networks, and Rally Wealth and...

Advisers expect the stock market to experience more volatility in 2024 than in the previous year.

Another robust month for pension funding status puts an ‘exclamation point’ on a strong streak even as the Fed considers...

Demand for financial advice is at an all-time high, Northwestern Mutual reports.

The rebrand of the retirement plan and wealth advisory division is meant to strengthen alignment with parent company World Insurance...