Another federal judge has dismissed another suit challenging a pension risk transfer arrangement, concurring that with no immediate injury, the plaintiffs lack standing to bring suit.

The financial services firm announced on Monday that it has entered agreements on new retirement plan offerings and technology investments to boost financial access and education in the workplace.

Congratulations to those recognized on this year’s list for raising the bar for the industry, the excellence they bring, and — most importantly — the difference they make in the retirement security of ...

To maximize value for its 401(k) clients, Human Interest Advisors (HIA) this week announced a new 3(38) investment fiduciary lineup designed to significantly lower costs for over 40,000 small and ...

A new bill introduced on Tuesday would codify President Trump’s executive order (EO) from August. EO 14330 directed the Department of Labor (DOL) and Securities and Exchange Commission (SEC) to ...

The Department of Labor (DOL) announced in September that it would be revisiting the definition of investment advice fiduciary under ERISA, with the aim of issuing a new rule in 2026. So where do ...

In the Registered Investment Advisor (RIA) industry, where trust, relationships, and long-term value creation are paramount, this stands as the most compelling evidence of a thriving organizational ...

Capitalize, the fintech firm that helps people locate and roll over their 401(k) accounts through an easy-to-use online platform, has partnered with Firstrade to make the rollover process easier for ...

U.S. adults are generally underprepared to live well as they age, according to what it being described as a first-of-its-kind Longevity Preparedness Index (LPI) from John Hancock and the MIT AgeLab.

In a recent policy forum, industry experts offered their take on what’s hot regarding investments that will result in growth of retirement plan accounts so as to increase retirement income, as well as ...

While admitting that the plan document permitted the choice between offsetting employer contributions or administrative expenses, the suit asserts a conflict of interest on the part of plan ...

Aboon, an AI-powered platform designed to transform how financial advisors help their business owner clients launch and manage 401(k) plans, on Thursday announced that it secured $17.5 million in seed ...