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Products
February 9th, 2026

Light 401(k) Trading Trend Continues Into 2026

International equity and emerging market funds saw the most net trading inflows.
Compliance
February 6th, 2026

Form 5500 Filing Simplification Act Introduced in House

The legislation would extend the filing deadline by nearly three months and expand the current electronic filing process.
Deals & People
February 6th, 2026

Retirement Industry Deals & People Moves – 2/6/2026

FINRA elects chair of its National Adjudicatory Council; Prosperity Life Group names its president of retail life and annuity; and...
Compliance
February 6th, 2026

Congress Passes PBM Price Disclosure Measures

The new law requiring pharmacy benefit managers to explain prescription drug costs could impact a key factor in retirement readiness.
Compliance
February 4th, 2026

ERISA Settlements Provided $68 per Plaintiff in 2025

Analysis of 401(k) settlements raises questions about who really benefits from ERISA litigation.
Data & Research
February 4th, 2026

Doubts About AI Persist Among Advisers, May Contribute to Slow Adoption

As artificial intelligence-powered tools become more common among advisers, two recently published surveys still found many skeptics and holdouts.
Compliance
February 3rd, 2026

EBSA Reclaimed $1.4B for Retirement Plans in Fiscal 2025

Nearly two-thirds of the bureau’s closed civil investigations produced monetary results last year.
Compliance
February 2nd, 2026

DOL Proposes Rule for PBMs to Disclose Fees to Fiduciaries

Fiduciaries overseeing self-insured employer health plans would receive these mandatory disclosures from pharmacy benefit managers.
Compliance
February 2nd, 2026

DOL Backs Employers Again, Escalates Warning in Forfeiture Cases

The Department of Labor’s fourth amicus brief sided with employers, saying the decision on how to use retirement plan forfeitures...
Deals & People
February 2nd, 2026

Envestnet Names Jonathan Listra as Chief Growth Officer

The newly created role is intended to lead efforts to help advisers scale faster and operate more efficiently.
Compliance
February 2nd, 2026

District Court Dismisses ERISA Complaint Against Bayada

The home health care company was accused of investment choices, recordkeeping costs and advisory fees that harmed employees’ retirement accounts.
Compliance
February 2nd, 2026

Market-Based Cash Balance Plans to Receive New Accounting Treatment

Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest...
Data & Research
January 30th, 2026

Economic Unease Drains Retirement Savings

Gen Z workers were especially likely to dip into retirement savings, but three recently published studies revealed widespread lack of...
Compliance
January 30th, 2026

Would Kevin Warsh Be an ‘Independent’ Fed Chair?

President Donald Trump’s nominee was ‘hawkish’ on inflation when he previously served as a Federal Reserve governor.
Products
January 30th, 2026

LIMRA Predicts Continued Annuity Growth This Year

Data show 2025 was the fourth consecutive year of record sales.
Compliance
January 29th, 2026

Bloomberg Hit With 401(k) Mismanagement Complaint

Plaintiffs accuse the company of allegedly maintaining funds that continuously underperformed decades.
Data & Research
January 29th, 2026

T. Rowe Price: Sharpen Focus on Diversifying Fixed Income

‘Any private asset allocation must earn its place in the portfolio,’ according to a firm retirement strategist.
January 28th, 2026

US OCIO Market May Reach $4.3T by 2030

Last year, the US market for outsourced CIO services grew 16%, according to Chestnut Advisory.
Compliance
January 28th, 2026

A Half-Million Families Created Trump Accounts, per Bessent

Several large employers pledged to make matching contributions ahead of the secretary of the treasury’s announcement.
Data & Research
January 28th, 2026

Nearly Half of Adults Praise ‘Superior’ AI Finance Information

About one in eight BestMoney survey respondents said they took ‘significant actions’ in retirement planning based on information provided by...
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Trending

Ascensus to Acquire AmericanTCS

Ford Accused of Improper Use of Employees’ 401(k) Savings

Steve Scanlon, Bryan Pinsky to Lead Retirement Divisions Following Equitable-Corebridge Merger

Retirement Industry People Moves – 5/8/2026

AI Product & Service Launches - 5/11/2026

Events Spotlight

2026 Adviser Choice Award Winners

This year, 20 firms are recognized for excellence in investments and recordkeeping, based on the results of the 2025 PLANADVISER Retirement Plan Adviser Survey.

Industry Intelligence

THOUGHT LEADERSHIP

Real Estate’s Role in DC Plans

Rich Hill, Senior Managing Director and Global Head of Research & Strategy of Principal Real Estate, tells PLANADVISER what opportunities real estate investments can offer retirement plan portfolios and what to look for when selecting them.

Sponsored by Principal Asset ManagementSM

THOUGHT LEADERSHIP

Cracking the Retirement Code: Income Replacement Rates

Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement.

Sponsored by American Century Investments

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