Some industry professionals believe plan sponsors and fiduciaries can start benchmarking individual funds, but others are ...

Participants claim the bank’s 401(k) plan invested in an underperforming managed mutual fund managed by T. Rowe Price.

Morningstar launches Direct AI agentic software; TruChoice, Zocks offer AI tools to insurance, annuity teams; and Bento ...

A federal judge in Massachusetts ruled on September 28 that Trader Joe’s Co. is not liable for claims it improperly used ...

According to the Institutional Retirement Income Council, standardized terms would help plan participants better understand ...

The US 5th Circuit Court of Appeals affirmed a Louisiana district court’s decision to grant summary judgment on claims a ...

The 2025 PLANADVISER Adviser Value Survey reveals that plan sponsors and participants benefit when an adviser is involved. From investment policies to investment evaluations to the benchmarking of ...

Docupace Technologies LLC debuted Docupace Next 1.0, an enterprise-scale cloud platform for wealth operations. Docupace Next allows for the use of client and beneficiary information across multiple ...

A federal grand jury in Ohio indicted the owner of a Cleveland wealth management and financial advisory firm on charges of embezzling his employees’ retirement contributions and operating Ponzi and ...

FLX Networks adds 2 to advisory board; Carson Group hires divisional president of integrated channel; Truxton appoints portfolio manager; and more. Abuaf is a senior operating executive and industry ...

The U.S. 4th Circuit Court of Appeals in August held that an administrative services agreement between a recordkeeper and a plan sponsor counts as a document that a plan administrator is required to ...

Fiduciary Trust International adds 2 relationship managers; IRI appoints chief government, political affairs officer; TCW Group names managing director; and more. Kazachkov joins Fiduciary Trust ...