Ted Benna says the new employer-funded plan is designed to help workers cover short-term financial needs without tapping retirement savings. Ted Benna, often referred to as the “father of the 401(k),” ...

Orion adds fractional share trading for Schwab Advisers; SEI launches large-cap ETF; my529 extends incentiFive savings incentive program; and more. Orion Advisor Solutions introduced fractional share ...

While most recordkeepers work with advisers, PLANSPONSOR’s latest Recordkeeping Survey reveals a wide range of adviser relationships. Features can vary widely, depending on the provider. Only 30% 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 ...

While private markets and other emerging investment offerings continue to generate retirement industry buzz, industry experts say plan committees are increasingly focused on helping participants ...

Regulatory changes, litigation and even the COVID-19 pandemic have made the value of retirement plan adviser support even greater. Over the past two decades, advising for employer-sponsored retirement ...

Equity fund investors missed the S&P 500 by a massive 848 basis points, while fixed-income investors underperformed by 232 basis points. Despite another roaring bull market, average equity investors ...

Sales of registered index-linked annuities particularly stood out, increasing yearly totals by 20% since 2024, according to LIMRA. The survey’s preliminary results, based on information from insurers ...

President Donald Trump nominated Acting Secretary of Labor Keith Sonderling to permanently head the Department of Labor via a social media post on Monday. Sonderling took charge of the Department of ...

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, ...

Daybright Financial appoints chief financial officer; Advisor360 names chief revenue officer; Nationwide Retirement Solutions expands sales leadership; and more. Gilbreath joins Daybright from ...

Recordkeepers are in a tight spot in the retirement industry. As fee compression continues to make business tougher, they are forced to look for new ways to generate revenue—and one of the main ...