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...