Last week, I shared a list of things that make me “mad as hell” — things that those in our industry generate, promote and often share as fact without any application of common sense, and no apparent ...

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.

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.

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 ...

The alternative asset manager announced on Wednesday that it is launching a dedicated business unit focused on broadening access to private markets for retirement savers via defined contribution plans ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

A newly published study challenges fixed-rate withdrawal strategies for retirement spending, such as the long-standing 4% rule, and instead proposes a framework for decumulation centered around a ...