Plaintiffs claim the plan lost $168 million because the employer maintained a fund that persistently underperformed and ...

The Retirement Fairness for Charities and Educational Institutions Act would give 403(b) participants access to investments ...

After a slight drop in the first quarter of 2026, the average 401(k) and 403(b) account balances rebounded to record levels ...

Alight names wealth solution leader; Council of Institutional Investors appoints executive director; Merit Financial Advisors hires chief technology officer; and more. Wolfe will lead Alight’s wealth ...

A Massachusetts federal magistrate submitted a report and recommendation granting a motion to dismiss a pension risk transfer suit against AT&T Inc. on Monday. Magistrate Judge Paul G. Levenson said ...

Recognizing the retirement plan advisory firm leaders that "make the practices run." PLANADVISER’s Excellence in Operations award recognizes the retirement plan advisory firm leaders that “make the ...

Orion adds BlackRock, Fidelity, Vanguard to portfolios; Nationwide partners with Annexus for annuities strategy; Deel rolls ...

While transaction volume fell slightly year-over-year from 132 deals in the first half of 2025, the scale of acquisitions grew considerably. Fidelity found that total client assets acquired were 88% ...

Lawmakers have floated new retirement plans, portable benefits and federal incentives for independent workers, but more options might not mean more savings. Few deny the savings power of payroll ...

Advisers say transitioning into a pooled employer plan often resembles a traditional recordkeeper conversion, but there can be complications if sponsors are not prepared. Pooled employer plans were ...

Fresh perspectives on defined contribution investment menus and investment-only plan strategies.