Independent RIA firm SageView Advisory Group announced that it has acquired CAP STRAT (Capital Strategies Investment Group LLC) — an institutional retirement plan consulting and wealth management firm ...

In what may seem counterintuitive, small businesses are more likely than large employers to not offer any financial wellness benefits, but they are also more likely to offer a large number of benefits ...

The Department of Labor (DOL) posted an updated regulatory agenda that includes several guidance projects in relation to SECURE 2.0 and investment advice fiduciary under ERISA, but the government’s ...

While recent trends have favored fiduciary defendants in these forfeiture reallocation cases, a federal judge has, for the second time in a week, refused to grant a motion to dismiss.

Innovation can bring about significant change. Almost a half century ago, it resulted in perhaps the most prevalent retirement savings vehicle today. But new options have arisen as well — and one is ...

It’s time for the 2nd Annual NAPA Top Social Media Influencers accolade, the newest one celebrating industry professionals who are making an impact and raising the bar in the retirement plan space!

In a single line that caught many by surprise, lifetime income strategies were also included in President Trump’s recent executive order (EO) on private securities in defined contribution (DC) plans.

There’s only two months of data remaining until the Social Security Administration (SSA) announces the 2026 COLA and analysts are predicting that it will be slightly higher than the 2025 level.

The Department of Labor has — again — requested additional time to determine its next steps in the consolidated federal court case challenging the retirement security rule finalized under the Biden ...

The Department of Labor (DOL) proposed to rescind a regulatory safe harbor on July 1 for being “unnecessary.” However, the safe harbor is highly valued by lifetime income providers and sponsors.

The milestone reinforces what proponents say is the positive result of the partnership between public offerings and the country’s private retirement plan system.

What else might the DOL be up to that could make 401(k)-style plans more open to private securities and other alternative investments?