To help grow and offer competitive retirement benefits with less cost and hassle, Transamerica announced that it is partnering with SWBC to launch the SWBC Retirement Plan Exchange.

Fiduciary defendants have prevailed in a suit that began with allegations of excessive fees and expanded to include charges of a fiduciary breach with forfeiture reallocations.

Admittedly, they have a dog in the hunt, but nearly 90% of large institutional consultants say the top priority for their clients is to find solutions for income generation during retirement.

If confirmed by the U.S. Senate, Daniel Aronowitz, who was nominated to lead the Employee Benefits Security Administration (EBSA), pledged that he will work every day to “unleash and unlock the ...

With great pleasure (and industry pride), we announce the 2025 Advisor Allies—the defined contribution wholesalers recognized by their advisor partners for the help and resources they provide!

CAPTRUST Financial Advisors announced that it has appointed Mike Wunderli as head of mergers and acquisitions (M&A).

The Trump Administration is continuing to slash departmental budgets in an effort to reduce the size and scope of the federal government and rein in deficit spending.

The Council recommended that the Department of Labor (DOL) should issue guidance on how to select income solutions as QDIAs, improve QDIA disclosures, and permit the use of QDIAs for involuntary ...

Responding to a call from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center (RLC) address a question on what constitutes a termination of employment for purposes ...

High-tech insurance brokerage might sound like an oxymoron, but a deal announced Wednesday reflects that artificial intelligence is everywhere.

Fidelity's quarterly analysis of the retirement plans it oversees usually focuses on average balances and the number of newly-minted “401(k) millionaires." Yet, its latest release covering the first ...

Retirement income planning software provider Income Lab has announced the launch of a Social Security optimization tool, giving financial advisors a new way to help clients with Social Security ...