News

Mike Fanning, who oversaw the firm’s sale of its retirement recordkeeping division to Empower, is set to retire.

Ameriprise Financial welcomes team of female advisers; Concurrent launches RIA; Merit Financial acquires Planned Futures; and more.

A ‘technical’ issue led to overstated projections of yield and income for nine money market funds for about 8.5 million...

Managers who asked the Fed for help during the pandemic but who oppose swing pricing should “look in the mirror,”...

A district court judge dismissed a case brought by six former employees claiming the auto parts company allowed 401(k) participants to...

Proprietary recordkeeper fund options can be worth the fee reduction in investment plans, but they must be looked at carefully,...

Cambridge Associates names Davidson president, head of investing; retirement consultant Mischell joins Agilis as managing director; ACA Group appoints Olson...

The majority of Generation Z, including investors and non-investors, rely on social media and family members for financial information.

NFP appoints Joel Shapiro as president of retirement division; Nationwide taps Cheryl Thompson for head of retirement solutions operations. 

A bill approved by the House Committee on Financial Services would permit CITs in all 403(b) plans to bring parity...

Business confidence is down among small employers. But 401(k) and other benefits are likely to remain amid long-lasting tight labor...

The rate was driven by matching employees’ continued 401(k) deferral increases.

Choreo launches Choreo Partner Alliance; Gainbridge announces upcoming B2B insurance-as-a-service platform; New York Life introduces new suite of term life...

The errors include the startup credit, RMD, SIMPLE IRA plans and Roth catch-ups.

Volatile markets amid high interest rates have driven asset growth on SS&C’s retirement income platform to more than $1 billion.

Targeted coaching for Black and Hispanic employee resource groups led to reduced financial stress for workers, according to Financial Finesse.  

Firm alerts more than 10,000 people to watch out for identify theft after Social Security and IRA numbers may have...

University of Florida researchers found that using ChatGPT to analyze stocks outperformed the market average.

A report on ‘creating DEI-driven culture’ encourages firms to articulate a vision, ensure equitable hiring and offer leadership development.

This month, Minnesota and Missouri brought the count of state-facilitated retirement plans to 18. Small business providers say state engagement...