News

Retirement plan fiduciaries and providers can benefit from the influx of state mandates, writes AmericanTCS President Tim Friday.

Pontera announces partnership with Commonwealth Financial Network; SELAX Brokerage enhances annuity transaction efficiency with Luma Financial Technologies; Ritholtz Wealth Management...

Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement...

The changes are intended to reduce the amount of time needed to finalize prohibited transaction exemptions for plan fiduciaries.

What new advisers need to know about qualified default investment alternatives in retirement plans.

Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's...

Its goal is to help missing participants consolidate their retirement assets in a tax-advantaged workplace plan.

The TDF manager brought $19.8 billion into its TDF investments in 2023, highest among U.S. managers.

Dynasty Network adds Steadmont Advisors; MAI Capital Management acquires Traverso Chambers Private Wealth Management; Stofan Agazzi Investments joins Stifel Independent...

The proposal would permit providers to charge fees for auto-portability services.

The IRS, PBGC and EBSA are accepting suggestions on how to simplify disclosures to benefit fiduciaries and participants.

Only 11% of Americans have planned for post-retirement passions and pastimes, according to Lincoln research.   

New rollover disclosure needs would contribute to a majority of the cost, according to the survey commissioned by financial industry...

Transamerica names Dickinson director of participant engagement; Vestwell bolsters sales team; Voya names Leary to board.

A House subcommittee hearing resulted in significant opposition from agricultural interests.

The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.

The FAQ guidance builds on earlier IRS directives, with a focus on investments and fee structures.

Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches...

A retirement plan auditing expert provides a primer for recording minutes accurately and with maximum value for retirement plan committee...