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The retirement adviser is leaning into the small-plan market and startup plan creation.

Qualified professional asset managers can now be disqualified for foreign convictions and domestic non-prosecution agreements.

Washington Saves is scheduled to debut in 2027, with the state joining 18 others that have created retirement programs for private sector workers, while Rhode Island lawmakers debate...

The Department of Labor seeks to enforce a summons against a Philadelphia-based third-party administrator to execute an Employee Benefits Security Administration investigation.

The transaction, completed with F&G Annuities & Life, is Unisys' sixth since January 2021, totaling nearly $2 billion.

U.S. Chamber of Commerce and ERIC ask for a longer compliance date and a removal of required non-English disclosures.

Tax-exempt, church and governmental employers have a wide range of considerations when picking what retirement plan, or plans, to offer.

As higher education plan sponsors often work with small benefits staffs and oversee diverse pools of employees, administering a retirement plan tailored to all employees’ needs is a...

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

Following two record years for PRT transactions, LIMRA expects the trajectory to continue for the rest of 2024.

Central States is currently working with the DOJ to negotiate the repayment of a $127 million overpayment from the PBGC.

Equitable names new retirement and investment leaders; Standard appoints new corporate actuary and chief risk officer; Nicolet National Bank brings on new wealth, private client services head.

ADP partners with Summer on SECURE 2.0 student loan retirement match; Voyant offers advisers retirement planning analysis for clients; Fidelity launches benefits program for multinational companies; and more.

Purchase will bring in-house Mutual of Omaha's 401(k) business, to which it had provided outsourced services for years. 

Research from Cerulli Associates forecasts nearly 40% growth in the number of 401(k) plans by 2030, based on federal and state efforts. 

Annual letter to investors says, "Humanity has changed over the past 120 years. So must our conception of retirement."

Joseph Smolen will take over as SPARK’s new board chair.

Roger Hobby is joining Empower in a senior role in its recently rebranded consumer wealth division.

The ESG rule was upheld in a Texas district court, but was appealed to the 5th Circuit in October 2023.