While transaction volume fell slightly year-over-year from 132 deals in the first half of 2025, the scale of acquisitions grew considerably. Fidelity found that total client assets acquired were 88% ...

Record healthcare costs are already here, and employers expect them to skyrocket even further due to the costs of catastrophic claims and specialty drugs, according to several recent reports.

Financial education is becoming a bigger part of K-12 education, as more states require students to learn about money before graduating from high school. A recently published study found parents ...

The ERISA Industry Committee argued that allowing employees to seek retroactive refunds would undermine employer-sponsored wellness programs authorized under ERISA. The ERISA Industry Committee filed ...

A federal judge allowed to move forward key portions of an Employee Retirement Income Security Act lawsuit challenging 3M Co.’s retirement plan target-date funds, finding that participants plausibly ...

While retirement plan professions tout health savings accounts’ tax advantages for long-term savings, most people continue to use their HSAs for short-term spending, according to a recently published ...

The food and facilities services company Aramark alleges its third-party health-plan administrator breached fiduciary duties and engaged in prohibited transactions under ERISA. A federal judge in ...

Employers considering contributions to Trump Accounts held by their employees’ children have substantially more clarity about how the new benefit will work after recent guidance from the Department of ...

Industries with historically low plan participation rates and hourly employees are seeing particularly large gains in coverage, according to Gusto. The smallest U.S. employers are increasingly ...

According to an Allianz study, 54% of adults without children feel confident about their ability to meet savings goals for retirement, compared with 72% of parents. While child-related costs would ...

MAI Capital Management LLC, a registered investment adviser, acquired two advisory firms last week totaling approximately $1.04 billion in assets under management—California-based OG Private Wealth ...

PGIM, the management business of Prudential Financial Inc. that had $1.5 trillion in global assets as of June 30, hired long-time Franklin Templeton Inc. executive Yaqub Ahmed to head its defined ...