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

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 ...

At her confirmation hearing before the Senate Finance Committee on June 3, President Trump’s nominee to lead the PBGC — in responding to questions from committee members — pledged to work with ...

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 ...

Fred (Reish) brought their prolific, pugnacious, and provocative perspectives in a live podcast format to the record-breaking NAPA 401(k) Summit.

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 plaintiffs in what had been a “traditional” excessive fee suit tried to expand the claims to include a forfeiture challenge.

Plan fiduciaries might well have gotten a case of severe whiplash last week.

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!

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

Committee is set to consider President Trump’s nominee to lead the Department of Labor’s Employee Benefits Security Administration (EBSA) later this week.

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 ...