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 ...

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) ...

Plaintiffs who have lost at both the district and appellate court level are asking the nation’s highest court to weigh in on a suit involving alternative investments — more specifically the ...

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 ...

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 ...

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.

A trio of former Morgan Stanley employees have filed suit against the Labor Department for an advisory opinion they say, “creates immediate and concrete harm to financial advisors who are arbitrating ...

There isn’t a day that goes by without a question about private market assets landing on my desk. Recordkeepers, advisors, consultants, and plan sponsors are all asking the same two things: Should we ...

Another federal judge has dismissed another suit challenging a pension risk transfer arrangement, concurring that with no immediate injury, the plaintiffs lack standing to bring suit.

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 ...

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 ...