More educated participants tend to make more financially literate choices, such as taking fewer loans, early withdrawals, and may even choose investments with lower expense ratios, all of which have ...

Responding to a call from a financial advisor in Maryland, the ERISA consultants at the Retirement Learning Center (RLC) address whether a 403(b) plan’s “Universal Availability Notice” can be ...

In further expanding its national footprint, AssetMark Financial Holdings on Friday announced its intention to acquire Efficient Advisors, LLC, an asset management platform with $3 billion in client ...

The opening session of the 2025 ASPPA Annual in San Diego included a wide-ranging discussion on the One Big Beautiful Bill (OBBB), the government shutdown, new agency leadership, private-market assets ...

MetLife and Alight have announced a strategic collaboration to bring MetLife’s institutional income annuities to the Alight Worklife platform, which serves nearly 12 million defined contribution (DC) ...

Sens. Elizabeth Warren (D-Mass.) and Bernie Sanders (I-Vt.) wrote to Labor Secretary Lori Chavez-DeRemer and Securities and Exchange Commission (SEC) Chairman Paul Atkins on Tuesday, raising concerns ...

Participants want flexibility and control over their savings in retirement, but many lack the skills needed to turn savings into income and would like more help from plan sponsors.

It’s been hard to keep up with the pace of filings, motions and adjudications on the who now knows how many of these forfeiture fiduciary breach suits — and this one was dropped almost as soon as it ...

To accelerate growth for its wealth management business, financial services firm Equitable announced Oct. 27 that it has entered into an agreement to acquire Stifel Independent Advisors, LLC.

At the Oct. 26 opening session of the ASPPA Annual conference in San Diego, Marjorie Mann, who has served as the 2025 American Retirement Association President, passed the gavel to incoming President ...

There are many facets, nuances and hard realities to cybersecurity. A professional uniquely positioned to discuss it in the context of retirement plans offers her insights into protecting sensitive ...

In what may come as no surprise, the days of the Biden administration’s guidance allowing plan fiduciaries to consider environmental, social and governance (ESG) factors when making plan investment ...