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Clients of both companies will be able to remain on their original platform despite the transaction.

Experts stress the importance of setting financial controls with providers during the request-for-proposal process, especially regarding pharmacy benefits. 

Guaranteed lifetime income and collective investment trusts for 403(b) plans are among proposals the Insured Retirement Institute wants added to the Democrats’ priorities.

JD Power found retirement plan mobile apps ‘significantly outperform’ websites.

According to data from PLANSPONSOR, pooled employer plans held $34 billion in assets at the end of 2025.

A new tool advises plan participants on optimal payoff strategies and provides debt-to-income ‘health checks.’

In a letter, the Democratic senators warned the self-regulator about the growing fraud associated with asset transfers between brokerages.

Growing at the fastest rate since 2017, the 300 largest funds worldwide now manage a record $27.7 trillion, according to a WTW's Thinking Ahead Institute. 

Growing complexity of plan design and investment options is prompting plans to outsource more functions, Fidelity’s annual survey finds.

Nearly 60% of surveyed employers told Marsh they planned to make benefits changes next year to help control costs. 

Public sector workers who reduce their hours likely do not know the consequences, a Pew study finds.

Athene names head of investor relations; CFA Institute Elects 2 to board of governors; MAI Capital Management names managing partner; and more.

The complaint claims fiduciaries kept an underperforming fund in the company’s 401(k) plan despite lagging returns and significant outflows of cash.

Companies can utilize the accounts to help their workers overcome hesitations to invest, speakers said.

PensionBee expands automatic rollovers through T. Rowe Price; Nationwide partners with Annexus, Capital Group for annuities strategy; Gravie launches hybrid benefit solution; and more.

Fidelity found 401(k), 403(b) balances grew by 10.5% last quarter, the strongest quarterly growth since Q4 2020.

The Retirement Fairness for Charities and Educational Institutions Act would give 403(b) participants access to investments in collective investment trusts.  

The suit lacks sufficient evidence that AT&T was involved in the selection of Athene, according to a Massachusetts federal magistrate's report.

The recordkeeper found target-date funds and automatic enrollment are key factors in simplifying investment options.

The ERISA Industry Committee argued that Congress and the Treasury Department have long permitted employers’ use of unvested funds to offset plan expenses.