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Pontera, Snowden Lane Partners announce integration partnership; Paychex and SoFi at Work partner up to expand financial well-being offerings; Unlimited rolls out two new hedge fund replication ETFs;...

Cerulli found that UMA and SMA programs are poised for robust growth, as the industry moves toward personalization and consolidation.

The filing was a win for plan sponsors, though it is not expected to end the recent flurry of litigation alone.

The senator said the company failed to adequately answer questions from her June 18 letter as the industry awaits an executive order from President Donald Trump encouraging inclusion...

The maturing defined benefit industry offers meaningful retirement security but requires oversight and governance, according to October Three.

The National Conference on Public Employee Retirement Systems cautioned that dismantling U.S. public defined benefit pensions would cost taxpayers.

The solution is designed for solo entrepreneurs and self-employed individuals who do not have full-time employees.

J.P. Morgan released a report predicting the pension risk transfer market will boom—but not without incurring new risks of its own.

The changes will apply for valuation dates starting in 2026. 

Auto-enrollment continues to drive strong engagement, but increasing loans and hardship withdrawals indicate growing financial stress.  

The firms will begin by offering collective investment trusts that provide access to private market strategies.

The funded status of Milliman’s Pension Funding Index of U.S. corporate pension plans rose to 105.1% in June.

Lawmakers will consider the issue following introduction of a string of bills this week to provide portable benefits to gig workers.

Dechert adds Robert Shapiro to DC office; FTI hires Luke Shane; PenChecks taps director of institutional investigations; and more. 

Investors rapidly shifted funds from stocks to fixed income, then backed off.

Vanguard launches ETFs focused on U.S. government bonds; BlackRock acquires ElmTree; Acuity launches RFP Pulse; and more.

A legal expert calls the 2023 magistrate judge’s opinion that was upheld in this week’s ruling ‘devoid of logic’ and anticipates an appeal. 

Davis has been part of the program’s executive committee since he was elected state treasurer in 2021.

In filing an amicus brief on an appeal involving HP Inc., the Department of Labor offered guidance on an issue that has prompted more than 50 new cases...

The Department of Labor’s June jobs report and new MissionSquare research indicate that state and local hiring has risen.