Independent investment and wealth management firm Cerity Partners on Wednesday announced that it is merging with Verus Investments, an institutional investment consulting and advisory firm.

Vogue has even given its seal of approval, including a piece in its spring issue revealing the Hollywood stars embracing the trend.

The companies cited their similar investment and client-centric cultures and “well-matched capabilities across public and private markets” as reasons for the deal.

While most of the forfeiture reallocation suits to date have been dismissed, a federal judge has embraced the “minority” position in keeping some of a 401(k)-forfeiture reallocation suit alive.

The SEC chair confirmed that he is exploring regulatory changes to expand access to private investments for retirement investors and that ERISA is an important tool to protect investors from the ...

In a case the plaintiff won — but that found no monetary damages, the plaintiff’s attorneys asked the court to grant them fees (and costs) of $7.9 million. Guess how much they got?

Though most of the 401(k) forfeiture reallocation suits to date have struggled to get past the motion to dismiss stage, a federal judge found plausible claims that fiduciaries violated their duty of ...

I recently stumbled across a report that claimed a “Massive Gap Between Participant and Attorney Recoveries in ERISA Lawsuits.” ...

Over time, though, policymakers have expanded pre-retirement access — often for very good reasons. Emergency access can give participants confidence to save. Knowing the money isn’t completely locked ...

Responding to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address how the rules requiring mandatory Roth 401(k) catch-up ...

Amid various, ongoing economic pressures, many business owners are continuing to prioritize their workforce, often at a personal financial cost, according to new survey results.

The ERISA Advisory Council (EAC), an expert panel that advises the Department of Labor (DOL) on ERISA-related matters, did not meet a single time in 2025 and has no plans to convene in 2026, according ...