Trends PLANADVISER September/October 2021

Talking Points

Reported by

PLANADVISER Staff

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Compliance

July 7th, 2026

More than three-fourths of Philadelphia voters backed city-sponsored individual retirement accounts.

Data & Research

April 30th, 2026

The proposal would add up to $983 billion under baseline scenarios, according to a new Morningstar report.

Compliance

April 10th, 2026

Tennessee legislators instead advanced a substitute bill changing the focus to Trump Accounts.