More than half of the individuals and families surveyed by BNP Paribas and Aon said they're altering the timetable for stepping away from their companies, with 41% delaying or phasing more slowly into a move.
There will likely be at least 70 deals for retirement adviser firms before the end of the year, according to Wise Rhino Group.
Hub is acquiring assets from Libertyville, Illinois-based Benefit Partners Group and Gold Sky Benefits.
Law firms representing the plaintiffs cite fiduciary failures in moving to in-house funds and high fees for record keeping and managed accounts.
It’s effectively a new market for the retirement plan industry, but it’s an incredibly big frontier.
A full 25% of Gen Z respondents in a new survey say they plan to retire before the age of 55.
Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.
While 'retirement plan adviser' has been a good description of those who serve ERISA retirement plans, it's actually quite limiting to focus on the plan, rather than the participant.
Medicare high-income surcharges combined with higher Medicare premiums will take a bigger chunk of retirement benefits in the new year.
Rinet executive says $2.2 billion in AUM is no longer enough to be competitive in the fast-consolidating RIA market.
The Supreme Court justices hinted at different positions on whether Northwestern did a disservice to participants by having too many options.
The insurance brokerage has been focused on expanding its presence in the retirement market, making numerous acquisitions and adding a service aimed at small businesses in March.
The nominee to head Employee Benefits Security Administration could receive full Senate confirmation later this month.
Many advisers are telling clients to wait until the smoke clears on Capitol Hill before making major tax planning decisions.
PSCA found that more nonprofits want to provide financial wellness services to participants, as well as retirement income options.
The plaintiffs failed to make any factual allegations about the Adidas plan sponsor’s process of selecting investments, the magistrate judge noted.
The retirement plan consulting firm is partnering with Newport Group on the PEP, which it says will be available to employers of all sizes.
DPL added 11 more multi-year guaranteed annuities, or MYGAs, to its commission-free marketplace, which previously included a single product in that category.
The start of the 2020s has been dominated by the three Cs — Covid, convergence and consolidation. Government mandates could cause the small and startup plan market to explode, and RPA consolidation has blown up.
Plaintiffs in a 2020 class-action lawsuit claimed the school failed to select competitive investments and administrative services.
