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.
U.K. defined contribution plan sponsors are reviewing multiemployer plan providers in an effort to improve value for participants.
Corporate 401(k) plans continued to emphasize cost savings in evaluating their fund lineups in 2020, 11-K filing data show.
Empower's planned acquisition of Prudential's retirement business will solidify its position as the nation's No. 2 record keeper.
Empower Retirement is buying the retirement plan business of Prudential Financial for $3.55 billion, the second such deal in as many years.
Federal regulators are asking if more rules are needed for self-directed brokerage accounts, but the DC industry says they're unnecessary.
DC participants using self-directed brokerage accounts are older, earn higher salaries and have longer job tenure than other participants.
CAPTRUST Financial Advisors acquired RIA firm Nachman Norwood & Parrott Wealth Management, which advises some 50 plan sponsors.
With its addition completed, State Street Global Advisors now manages about $57 billion for the Federal Retirement Thrift Investment Board.
Goldman Sachs removed two mutual funds from the investment options lineup of its 401(k) plan in 2020.
Record keepers are branching out into new areas of financial wellness to deepen relationships with plan sponsor clients.
The move by Vanguard and T. Rowe Price to outsource record-keeping technology management is seen as a harbinger of things to come.
Principal Financial Group wraps up its integration of Wells Fargo & Co.'s record-keeping business and other benefits services.
Allegheny Technologies Inc. will change the structure of non-elective and company matching contributions in its non-union 401(k) plan.
The 401(k) plans offered by multiple-employer plans are being challenged by participants who claim ERISA violations in plan management.
Lockheed Martin has changed its DC lineup to simplify choices, add equity exposure and encourage retired employees to keep assets in-plan.
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.
Four years after launching, the first state-sponsored private-sector retirement plan has reached a milestone in assets, a spokesman said.
Wisconsin Deferred Compensation Program will remove the American Beacon Bridgeway Large Cap Value Fund from its investment lineup.
CAPTRUST Financial Advisors acquired retirement planning and wealth management services firm Pacific Investment Consultants.
In the target-date asset arena, collective investment trusts are growing faster than their still-larger mutual fund peers.
Two pooled plan providers are wooing employers without 401(k) plans in a bid to establish themselves in the marketplace.