Financial Finesse President Todd Lacey makes a case for integrating financial wellness into an advisory practice.

PLANADVISER is pleased to open the nomination period for second annual class of Emerging Leaders, looking for the next generation of leaders across the retirement plan advisement space. The ...

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 ...

A recent issue brief from the American Academy of Actuaries examines the insured and non-insured options currently available that can be offered through employer-sponsored retirement DC plans. The ...

The average expense ratio paid by fund investors has been falling for more than two decades, according to Morningstar’s “2020 U.S. Fund Fee Study.” Last year, the asset-weighted average expense ratio ...

The U.S. District Court for the Southern District of Ohio has ruled against a dismissal motion filed by the defendant in a lawsuit stemming from federal grand jury charges related to allegations of ...

Aon announced Tuesday that its pooled employer plan, Aon PEP, has reached a milestone of $2 billion in 401 (k) assets under administration and commitments since its inception in 2021. That pot of ...

As new Blackstone financial adviser surveying reiterates the growth in private market investing, can asset managers leverage the moment to champion its inclusion in defined contribution plans?

The 2022 compliance assistance bulletin told plan fiduciaries to exercise ‘extreme care’ before adding a cryptocurrency option to a 401(k) plan’s investment menu.

In a bid to reframe how Americans engage with retirement planning, UCLA Professor Emeritus and retirement industry innovator Shlomo Benartzi is preparing to test a new digital tool using artificial ...

Explore how managed accounts could take over target-date funds role as the default investment option.

From a retirement plan participant perspective, it’s not about which managed account provider one might find interesting, but to which providers an individual participant has access, says Chris Bailey ...