Workforce interruptions are emerging as a significant retirement planning challenge for Millennials, with half reporting they ...

While DeVoe & Co. found advisory firm buyers expect a decrease in acquisition valuation this year, other consulting firms did ...

The ERISA Industry Committee argues that if a circuit court allows for the case to process, it would discourage the use of ...

BlackRock Inc. promoted Casie Maurer and Donald Perault to leadership positions in the firm’s U.S. retirement unit. Perault was promoted to head of institutional defined benefit and defined ...

The legislation, which would streamline annual filing requirements for plan sponsors, mirrors a House proposal.

Current retirement plan matching contribution formulas have some room for improvement, according to new research from Vanguard. According to the firm’s “Better Match Formulas for 401(k) Plans” report, ...

Strongpoint Partners launches adviser growth lab; Conquest partners with Shaping Wealth’s AI Agent; MissionSquare activates Income America 5forLife fund; and more. Strongpoint Partners, a ...

PLANADVISER asked this year’s finalists for Retirement Plan Adviser of the Year to share their favorite books. For advisers looking for a page-turner directly related to their work, Francisco Abril, ...

Fidelity Investments projected on July 21 that people retiring in 2026 will spend an average of $185,500 on healthcare costs ...

In an additional sign of further retirement, benefits and wealth consolidation, Alera Group acquired Berkshire Fairfield Insurance Agency and Scarafoni Financial Group. Consolidation continued this ...

One of the most important decisions retirement plan sponsors and advisers have to make is which qualified default investment alternative makes sense for a plan’s participants. Authorized by the ...

IRA Financial Trust Co., a retirement platform for self-directed retirement clients, appointed Clay Cowan as CEO last week; his predecessor, Tyler Northrup, has transitioned to president and chief ...