A lawsuit against Juniper Networks over the pricing of a managed account could lead to similar suits.
CAPTRUST Financial Advisors entered into an agreement to buy RIA firm Ellwood Associates.
Plan sponsors looking to boost engagement might want to consider messages that arouse fear in their participants.
Digital plan providers looking for business see a big door opening as more states implement auto-IRA savings programs.
Brian Collins was named chief investment officer of Hub Retirement and Private Wealth, a new position.
Empower's planned acquisition of Prudential's retirement business will solidify its position as the nation's No. 2 record keeper.
As pooled employer plans hit the market, advisers increasingly are putting them on their radar as options for their plan sponsor clients.
Assets in defined contribution plans climbed to new highs in 2020, thanks almost entirely to stock market gains.
CAPTRUST Financial Advisors acquired RIA firm Nachman Norwood & Parrott Wealth Management, which advises some 50 plan sponsors.
Record keepers are branching out into new areas of financial wellness to deepen relationships with plan sponsor clients.
Record keepers are working with plan sponsors to prompt participants to replenish their savings after taking COVID-related distributions.
Five new companies join BlackRock's Emergency Savings Initiative aimed at helping struggling Americans build a financial safety net.
For the 12 months ended Sept. 30, record keepers saw their assets swell to $8.21 trillion, up 9.6%.
OneDigital Investment Advisors acquired Future Benefits, a retirement plan consulting and wealth management services firm.
A more generous tax credit under the SECURE Act is pushing entrepreneurs to offer retirement plans.
Record keepers are racing to roll out adviser managed accounts to satisfy RIAs clamoring for the new product.
OneDigital acquired RIA firm Westminster Consulting, adding more than 70 retirement plan clients.
CAPTRUST Financial Advisors acquired retirement planning and wealth management services firm Pacific Investment Consultants.
Two pooled plan providers are wooing employers without 401(k) plans in a bid to establish themselves in the marketplace.
Voya has reshuffled its leadership team as part of its strategy to broaden its retirement plan business.
The issues facing women in saving for retirement dominated discussions at P&I's DC Spring Virtual Series.
OneDigital Investment Advisers has purchased Fulcrum Partners, an executive benefits consultant.
As Principal rushes its new pooled employer plan, it's looking to advisers to take a leading role in raising awareness of the option.
While many firms see great market potential in pooled employer plans, industry skeptics aren't so sure.