Industry

Why the focus should be on the best ways both to protect job-based retirement and health benefits and to provide practical guidance.

Among surveyed advisers, 70% said they believe more clients will invest in private markets over the next three years.

According to Pentegra, 80% of surveyed advisers cited mitigating risk as the leading factor driving their positive perception of pooled employer plans.

Prudential Advisors adds 2 advisers with $300M; Merit Financial Advisors acquires Strategic Retirement Plans; Integrity adds Perspective Wealth Planning to wealth management platform; and more.

BetaNXT launches InsightX; GWN Securities taps Advisor360’s Parrot AI for adviser workflows; Jump expands partnership with Perennial Financial Services for new operating system; and more.

Emerging markets and stable value funds were the asset classes with the most trading inflows during the first quarter of the year.

Among poll respondents, 58% said groceries were their top financial concern, compared with only 17% most concerned about retirement, according to KeyBank.

While more than half of surveyed employers were confident about employees’ abilities to retire on time, participants were far more negative.

Workers surveyed said they seek clearer and more personalized retirement guidance from employers, according to Franklin Templeton.

The new pooled employer plan is intended for nonprofits creating new retirement plans or looking to transition from a provider to an outsourced option.

A LIMRA paper makes the case for financial advisers including long-term-care costs in retirement planning.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Retirement plans relying on manual processes and aging infrastructure are struggling to keep pace, according to the industry group.

A survey found users scored 60 out of 100 on an assessment of their preparedness for retirement’s financial, physical and emotional needs.

The data-sharing collaboration is intended to help trading teams automatically plan, rebalance and report on 401(k) and 403(b) plans at scale.

The partnership intends to automate and shorten the 401(k) plan set-up process to just 15 minutes.

Higher interest rates may provide more money to a first-year retiree than standard 4% withdrawals, according to the annuity provider.

Data from a Pentegra survey show most advisers link pooled employer plans to improvements in overall plan quality.

The companies’ combined platform aims to ultimately provide an ‘end-to-end experience’ for retirement plan advisers, from plan management to participant engagement.

NFP launches digital insurance platform and Zephyr expands custodial data aggregation for advisers.

Equitable launches 403(b) PEP; Betterment announces solo 401(k) offering; Scripta, RxUtility to Enhance Prescription Pricing Transparency; and more.

Younger plan members want ‘bullet points,’ while pre-retirees want ‘long form’ advice, one award-winning plan sponsor says.

Colorado Fire & Police names its next executive director; Steve Holman joins RCH to encourage adoption of automatic portability; Nationwide hires 3 to group benefits and annuities businesses; and more.

Mercer rearranges senior investment leadership; Glenmede appoints a New York regional director; Nationwide taps head of annuity business development; and more.

Some investors shifted out of equities and into more conservative options in March, but most stayed the course, according to Alight’s 401(k) trading index.

Woodcock will fill the role on May 4, less than two months after the last enforcement head, Margaret A. Ryan, resigned.

Mississippi enacts the newest state-run program, while Tennessee lawmakers change gears, substituting a measure to have the state serve as a custodian for federal Trump Accounts.

The departments of Labor and the Treasury, along with the IRS and other agencies, would lose headcount.

According to the U.S. Postal Service, the interruptions ‘will not affect the benefits of future or current retirees’ as it deals with mounting costs and uncertain long-term stability.

Expert Insights will be widely available for client portfolios later this year.

Fiducient Advisors will add $1.9 billion in assets under management and supervision with the purchase of Axia Advisory.

A Franklin Templeton survey found strong alignment between employees and employers on benefit priorities, but employees struggle to navigate retirement options.