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 ...

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, ...

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, ...

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 ...

Women in a same-sex relationship have a higher life expectancy than people in a heterosexual couple or a male same-sex couple, an important factor to consider when planning for retirement, according ...

Workforce interruptions are emerging as a significant retirement planning challenge for Millennials, with half reporting they have stepped away from the labor force for more than a year and 52% ...

A New York district court had previously ruled that the pension plan's investment strategy did not violate fiduciary duties. The U.S. 2nd Circuit Court of Appeals has confirmed a district court’s ...

The number of new financial advisers barely offsets rookie washouts, underlining the need for the industry to attract and retain talent, according to The Cerulli Report—U.S. Advisor Metrics 2023, ...

The frequency of Employee Retirement Income Security Act excessive fee class action litigation surged by 35% in 2024, with even more ERISA class action cases filed with novel theories against both ...

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 ...

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 ...

Workplaces prioritizing mental health see 13% higher productivity, employees are 2.3 times less likely to report feeling stressed, and there is a 2.6 times higher likelihood of reduced absenteeism, a ...