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Panelists at the Milken Institute’s Future of Health Summit 2025 discussed strategies to help individuals sustain well-being across an extended lifespan.

Texas ERS promotes for director of private real estate; Financial Planning Standards names a new COO; IRALogicx adds to its board of directors; NFP appoints national practice leaders...

The guarantees cap the monthly pension it pays if a single employer plans it administers fails. 

HSA Store updates ExpenseTracker app and Benegames launches MaxHSA.

The move combines 5 former NFP Corp. entities and the new business has more than $580 billion in assets under management or advisement.

All 4 earned assessments of at least ‘above average’ in spending and long-term-investing use cases.

The decision should put the complaint to bed after more than two years of litigation.  

They are also twice as likely to offer comprehensive employee benefits, an Equitable and SCORE study found.

The plaintiffs allege the plan’s custom benchmark failed to properly track the investments, which underperformed similar funds. 

Immediate eligibility, automatic enrollment and increased deferral rates can help small businesses close the retirement readiness gap, according to Vanguard research. 

The asset class is less well understood than private equity and private credit, and it is more commonly found in exchange-traded funds.

Stout’s valuation portfolio shows firms achieved average annual returns of 17.3% over the past four years.

The legislation would solidify the guidance offered during President Donald Trump’s first term that fiduciaries must only consider “pecuniary” factors.

Employers should shift from ‘broadcasting their benefits’ to ‘creating more curated experiences,’ says Alight’s Rob Austin.

Employers increasingly recognize the link between promoting financial wellness and their companies’ ability to retain and recruit employees.

Employers are increasingly looking for programs and offerings to support multiple financial goals. 

Industry expert Marcia Mantell discussed what plan sponsors and participants need to know about Social Security and Medicare, including the role the programs play in retirement income planning.

A panel of retirement and investment professionals stated during a webinar that private assets can be included in defined contribution plan menus, but necessitate a slow and documented...

Lincoln Financial appoints John Morriss as EVP, CIO; TRA welcomes Tim Lastivka as VP of national sales and distribution; FSI names Andrew Hartnett VP of regulatory affairs and...

The limits will rise slightly next year, as did the insurance premiums earlier this week.