Trump Names Keith Sonderling as Secretary of Labor Nominee
President Donald Trump nominated Acting Secretary of Labor Keith Sonderling to permanently head the Department of Labor via a social...
Wealth Managers Expect Interest in Alts to ‘Accelerate,’ per Brookfield
Three separate surveys tracked how advisers and investors are turning their increased knowledge of alternative investments into action.
Janus Henderson Appoints Directors for Alts, OCIO, Insurance Client Coverage
Differentiated investment capabilities and customized solutions will be among the three new hires’ priorities.
UnitedHealth 401(k) Plan Forfeiture Lawsuit to Continue
The insurer and healthcare company, which is accused of fiduciary breaches, lost a motion in federal court to dismiss a...
Retirement Industry People Moves – 6/26/2026
Deloitte management consultant leader exits; Regions Bank appoints Hancock to new role; and more.
Conflict-Free Retirement Advice Is the Future of Our Industry
A financial planner says retirement plan sponsors are increasingly seeking advisers with transparent business models and closer alignment with their...
Complex Deals Without AI Input ‘No Longer Defensible,’ per Survey
Artificial intelligence is an integral and unavoidable component of mergers and acquisitions, according to a recent survey of global dealmakers.
DOE Boosts Interest Discount for Student Loan Autopay
Automatic payment enrollees are getting a temporary 1-percentage-point reduction in their federal student loan interest rates from the U.S. Department...
White House to Review SEC Electronic Delivery Rule
Default digital delivery is a regulatory objective for Securities and Exchange Commission Chair Paul Atkins.
SIFMA Urges Senate to Vote for CITs in 403(b) Plans
Trade groups wrote the Senate Banking Committee to urge the passage of a bipartisan package of bills, including investor disclosures...
The Value in a Strong Vision for Succession Planning
Experts say an advisory firm founder can optimize operations over several years to increase the firm’s attractiveness to buyers.
401(k) Participants Lack Withdrawal Strategy, per TIAA Institute and Nuveen
High-caliber planning resources and a meaningful participant experience can facilitate a seamless transition between saving for retirement and generating lifetime...
Pharmaceutical Trade Group Files Lawsuits to Block State Laws on PBMs
Illinois and Tennessee’s separate laws allegedly interfere with governance by ERISA, according to the Pharmaceutical Care Management Association.
Former CFA Institute Exec Sentenced to Prison for Embezzlement
Michael Collins could serve up to nine years in prison for stealing millions of dollars from two employers.
T. Rowe Price Combines Regional Institutional Sales, Services Teams
The firm also created an institutional key accounts team to focus on ‘strategic relationships.’
Soon-to-Be Retirees Face Rising Healthcare Costs, per Milliman
Long-term inflation and higher premiums were among the forces that have driven estimates higher.
How Will Trump Accounts Affect Overall Saving?
Factors to consider include its consequences on financial aid, according to the president of BAI Financial.
FASB Proposes Fix to Market-Based Cash Balance Plan Accounting
The standards board set a 60-day comment period for stakeholders to provide feedback on the proposal.
DOL: Most Employer Contributions to Trump Accounts Not Subject to ERISA
The Department of Labor addressed whether employers’ contributions were a workplace benefit, particularly for employees’ children.
DB Income Linked to Slower Drawdowns for Low-, Middle-Asset Retirees
An EBRI study tracking post-retirement income found that a guaranteed source such as defined benefit payments could curb asset declines.