News

The trade association found retail annuity sales were 17% higher than a prior 2008 record, driven in part by investors...

The proposal seeks to implement a provision in the Dodd-Frank financial reform law and would prevent asset-backed security issuers from...

CEO Tim Armour will be replaced by Mike Gitlin in a wide-sweeping change at the top of one of the...

The personalized strategy to provide a monthly retirement paycheck was designed by behavioral economist Shlomo Benartzi; a pilot program is...

One of the country’s largest independent retirement plan advisories taps Kerry Woods to lead a new financial readiness platform to...

A mistake in SECURE 2.0 legislation would eliminate both future and existing retirement plan catch-up contributions, though IRS interpretation to...

Cetera will bring 1,000 Securian financial professionals into its network.

The M&A tear did finally slow in Q4 2022, marking the first year-over-year quarterly decline in more than four years,...

New research shows an opening for advisers to offer wealth management solutions to savers. An expert in adviser communications says...

Jessica Hopper, head of the influential securities regulator for the brokerage industry, is stepping down in February, with Christopher Kelly...

Two participants in the Allianz 401(k) plan allege the asset manager maintained an all-proprietary fund lineup that included expensive, underperforming...

Starting in January, Delta will give eligible employees up to $1,000 toward an emergency savings account if they complete a...

Target-date mutual funds were by far the top investment vehicle for retirement savers last year, but new research shows collective...

The research shows that most people don’t know average life expectancies, but women have a better handle on it than...

OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s;...

Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research...

A panel discussing succession planning also noted giving next-generation managers “permission to fail” as they learn to run their parts...

Plans will find more room to correct their own mistakes under SECURE 2.0 and a DOL proposed rule change.

T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit...

Passive mutual funds' popularity is growing among investors, but defined contribution retirement plans will help actively managed funds maintain their...