To help plan sponsors and financial professionals pursue broader diversification and improve long-term outcomes for participants, the Principal Financial Group announced an expansion of its Featured ...
Vanguard on Wednesday morning announced that it has entered into a definitive agreement to purchase Altruist, an AI-forward wealth technology and custody platform serving financial advisors. ad space ...
The IRS issued a proposal on Aug. 20 outlining the acceptable investments for Trump Accounts. The proposal covers fees, foreign investments, ESG funds, and other investment management issues. The ...
Explore the top DC recordkeepers for 2026, as chosen by advisors, for mega/large market plans totaling over $100 million in plan assets. Learn how these experts assess the best features, flexibility, ...
A federal judge has granted a motion to dismiss a stable value suit — because the plaintiffs “have failed to state any of their claims.” And not for the first time, apparently. Participant-plaintiffs ...
Explore the top recordkeepers for small plans, defined as plans totaling $1 million to $10 million, as chosen by NAPA advisors. Advisors across various market segments have identified the best in the ...
Self-described as the engine at the center of America’s savings ecosystem, Ascensus this week announced a realignment of its investment partners to help support the firm’s next phase of growth. ad ...
With an eye on helping near-retirees better prepare for retirement, a new report suggests that employees ages 55+ who engage with virtual financial wellness benefits make significant progress toward ...
The IRS has issued proposed regulations that would modify rules for the minimum funding requirement applicable to single-employer defined benefit plans. The IRS issued them on Aug. 19. The proposed ...
Behavioral biases reduce usage of income products that otherwise could help participants during the decumulation stage. However, there are steps recordkeepers and sponsors can take to account for ...
A meaningful benchmark — or lack thereof — has played a significant role in ERISA litigation of late. But a new appellate court decision offers a new perspective — in essence that you don’t need a ...
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