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The Department of Labor filing says former advisers lack standing to challenge an advisory ruling used in arbitration over deferred compensation.

Industry experts warn pre-retirees need the most assurance.

San Bernardino County Employees’ Retirement Association appoints new deputy CIO; Northern Trust Wealth Management adds head of global sales.

Industry experts advise that plan sponsors still have significant responsibility, even with help from the Department of Labor.

The ruling confirms an unopposed motion filed earlier this week, finalizing the Department of Labor’s abandonment of the rule established by the previous administration.

According to Morningstar, collective investment trusts grew 20% from 2024 to 2025, while remaining concentrated among a few major providers.

Alight adds 2 platforms to partner network; TrueRx offers health cost control bundle; State Street launches investment-grade ABS ETF; and more.

State Street and McKinsey research highlighted how an aging population will reshape retirement finances in the coming years.

New research from the Investment Company Institute found the use of automatic enrollment spreading, employer contributions nearly universal and plan costs continuing a long decline.

8 in 10 Gen Z Northwestern Mutual survey respondents said they are considering high-risk assets because they feel financially behind on their long-term financial goals.

Higher interest rates and stock market returns push some barometers to highest level in nearly 25 years.

The appeals court ruled that ERISA claims tied to defined contribution plans involve individualized losses and cannot proceed as mandatory class actions.

The department previously decided against defending the rule in a separate legal challenge.

The Department of Labor previously stopped defending the rule on investment advice and now joins the plaintiffs in seeking its full dismissal.

Investment managers have pushed for a wide range of investments, but asset allocation rules remain uncertain.

Eligible workers are not making retirement plan contributions due to lack of understanding and awareness, according to Ascensus and PLANSPONSOR.

Despite the global conflict in Iran, the trading tone ‘feels cautious and watchful, not reactive,’ per Alight’s Rob Austin.

Morningstar interpreted its data as showing they are not doing it for fear of running out of money.

Experts at two Securities and Exchange Commission roundtable conversations warned that clearer disclosures on valuation, liquidity and fees are critical to offering private assets.

From a gated fund to increased redemption requests, experts say the investment class is facing its first major test.