Retirement Advisor

Retirement plan advisors learn the latest news about compliance, regulations, DOL and IRS and SEC rules, employer-sponsored retirement plans, and litigation. In addition, updates about financial industry news, new products, and best practices aim to help advisors succeed.

Advisor Technology Advisor Sales Strategies Retirement Regulation Legal Retirement Trends Defined Benefits Investment Instruments Defined Contribution Leads

Retirement Advisor Stories

News

Asset manager to pay $6.5M to resolve ERISA lawsuit

By Kristen Smithberg

News

9 in 10 employees still want a human to guide their financial future

News

Stifel Financial sued for ERISA violations over underperforming retirement funds

Trending Stories

1

Why smart benefits brokers are reframing PEO as a business strategy

2

Fidelity cuts hundreds of jobs amid RTO shift

3

Cost-Containment

Rising medical costs fuels mental health strain across the US

4

Health Care Reform

Federal agencies hope to create fertility benefits market

5

Cost-Containment

Sun Life increases medical stop-loss sales by 43%

6

Health Care Reform

RFK Jr. reveals HHS plan to curb 'overprescribing' of psychiatric meds

Webcasts

Demystifying Reference-Based Pricing: Myths, Realities and Strategic Insights

Sponsored by Personify Health Watch Now

What's Shaping the Retirement Industry in 2026

Sponsored by TIAA Watch Now

Advisors: How HSA Investing Benefits Employers and Employees

Sponsored by UMB Watch Now

Podcasts

Everything is voluntary (even health insurance) — with Eric Silverman

Lily Peterson and Paul Wilson Listen Now

Fed up with health care — with Josh Butler

Paul Wilson and Lily Peterson Listen Now

Supplemental Benefits: Key to Controlling Health Care Costs

Renaissance Benefits Listen Now

Recommended Just For You

Advisor Sales Strategies

Annuities deserve a seat at every 401(k) table

Annuities deserve a seat at every 401(k) table

Addressing the 4 risks that keep retirees awake at night

Addressing the 4 risks that keep retirees awake at night

Fidelity urges SEC to integrate crypto asset trading systems

Fidelity urges SEC to integrate crypto asset trading systems

Why women must take the reins of their retirement planning

Why women must take the reins of their retirement planning

Advisor Technology

AI and the future of benefits: Our Advisor of the Year finalists share their takes

AI and the future of benefits: Our Advisor of the Year finalists share their takes

Why polished AI financial plans may hide costly errors

Why polished AI financial plans may hide costly errors

Morningstar launches new AI assistant for their advisor platform

7 in 10 millennials now prioritize human advisors over AI

7 in 10 millennials now prioritize human advisors over AI

Legal

Fidelity ordered to pay $1.25M over data breach

Fidelity ordered to pay $1.25M over data breach

'Disloyal' fiduciaries targeted by DOL benefits agency, chief says

'Disloyal' fiduciaries targeted by DOL benefits agency, chief says

Regulators could expand lifetime income options within employer plans

Regulators could expand lifetime income options within employer plans

DOL drops defense of Biden-Era fiduciary rule, plans new standard by May

DOL drops defense of Biden-Era fiduciary rule, plans new standard by May

Defined Benefits

Retirees tend to underspend because they lack clear financial goals

Retirees tend to underspend because they lack clear financial goals

Vanguard to pay $29.5M to settle multi-state collusion lawsuit

Vanguard to pay $29.5M to settle multi-state collusion lawsuit

How advisors can build the next generation of Pooled Employer Plans

How advisors can build the next generation of Pooled Employer Plans

Millennials, Gen Z willing to pay for employer-sponsored investment advice

Millennials, Gen Z willing to pay for employer-sponsored investment advice

Investment Instruments

401(k) savers stay disciplined in Q1 amid March volatility

401(k) savers stay disciplined in Q1 amid March volatility

Will the TrumpIRA.gov site feature annuity options?

Will the TrumpIRA.gov site feature annuity options?

Trump to launch 'TrumpIRA.gov' in push to expand retirement access

Trump to launch 'TrumpIRA.gov' in push to expand retirement access

Why polished AI financial plans may hide costly errors

Why polished AI financial plans may hide costly errors

Defined Contribution

401(k) savers stay disciplined in Q1 amid March volatility

401(k) savers stay disciplined in Q1 amid March volatility

The evolving case for access to alternative investments in workplace retirement plans

The evolving case for access to alternative investments in workplace retirement plans

Employer health tax exclusion to cost Treasury $296B this year

Employer health tax exclusion to cost Treasury $296B this year

Employers are contributing more than ever to employee 401(k) plans

Employers are contributing more than ever to employee 401(k) plans

Retirement Regulation

Will the TrumpIRA.gov site feature annuity options?

Will the TrumpIRA.gov site feature annuity options?

DOL officials to discuss opinion letter revival during online revival

DOL officials to discuss opinion letter revival during online revival

Trump to launch 'TrumpIRA.gov' in push to expand retirement access

Trump to launch 'TrumpIRA.gov' in push to expand retirement access

Fidelity ordered to pay $1.25M over data breach

Fidelity ordered to pay $1.25M over data breach

Retirement Trends

Targeted financial education is the ultimate 2026 workplace benefit

Targeted financial education is the ultimate 2026 workplace benefit

401(k) savers stay disciplined in Q1 amid March volatility

401(k) savers stay disciplined in Q1 amid March volatility

Will the TrumpIRA.gov site feature annuity options?

Will the TrumpIRA.gov site feature annuity options?

Trump to launch 'TrumpIRA.gov' in push to expand retirement access

Trump to launch 'TrumpIRA.gov' in push to expand retirement access