This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better.

With almost three times that of the No. 2 state, Hawaii offers the largest consumer AUM per active adviser at $917.5 million.

Notably, the defined contribution retirement plan sector is relatively unchanged by President Donald Trump’s key legislation.

According to the study, Hawaii and Maine ranked Nos. 1 and 2 as the states with the most potential AUM available per adviser registered with the Securities and Exchange Commission.

The platform also provides services for private banks, alternative asset managers and private wealth advisers.

The request, made July 1, indicates the Department of Labor is preparing PEP-related reports, per provisions in the SECURE and SECURE 2.0 Acts.

Three former employees of the Cigna Group have filed suit against the company, alleging it misused forfeited funds in its 401 (k) plan in violation of the Employee Retirement Income Security Act, the ...

UnitedHealth Group settled for $69 million a case alleging the health care giant breached its duties to participants in its 401 (k) plan and mismanaged participants’ retirement funds. A Minnesota ...

A federal judge in Los Angeles dismissed a lawsuit against J.P. Morgan Chase & Co. that alleged the company and plan fiduciaries improperly used forfeited funds in its 401 (k) plan, in violation of ...

As Generation Z and Millennials become the dominant force in the workforce, understanding their values, motivations and definitions of success is critical for any organization aiming to thrive in the ...

A provision in the Republican Party’s expansive tax bill, part of the agenda set by President Donald Trump, intends to raise taxes on foreign investments in the U.S., which investors say will hurt ...

Asset managers and institutional investors surveyed by Bank of America suggested overwhelmingly that international stocks will be the best-performing asset over the next five years. The bank’s monthly ...