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.

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.

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

Voya Financial is collaborating with Savi, a provider of student loan and education benefits, to expand the recordkeeper’s student loan debt solutions for clients. The company said it will offer many ...

Transamerica Corp. announced the appointment of Ryan Parker as head of life distribution, effective June 9. Parker is responsible for overseeing the distribution strategy for the company’s life ...

The Division of Investment Management is responsible for administering the Investment Company Act of 1940 and the Investment Advisers Act of 1940. The division oversees investment companies such as ...

The Senate Committee on Finance released its version of the expansive Republican Party tax bill on Monday, expanding on senior deductions while omitting the proposed expansion of health savings ...