How Much Do 401(k) Loans Set Back Retirement Saving?
Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.
Empower Adds Blackstone as Alternative Investment Fund Manager
The largest alternative investment asset manager is pairing with Empower to include private market investments in direct contribution plans.
T. Rowe Price Debuts Withdrawal Strategies Tool
The company’s Income Solver software is intended to coordinate clients’ withdrawals from investment assets, Social Security, Medicare premiums and other...
DOL Completes Proposed Rule on Alternative Investments in DC Plans
The Department of Labor submitted its rule ahead of the six-month deadline given in President Donald Trump’s executive order last...
Working After Claiming Social Security ‘Quite Common,’ per Boston College
Research found that more than two-thirds of workers claiming Social Security first claimed benefits before age 67.
Senator Elizabeth Warren Blasts Crypto in 401(k)s in Letter to SEC
The Massachusetts Democrat previously criticized adding private investments, such as digital assets, to retirement plans.
Human Interest Announces Price Match Guarantee
The pledge to ‘match or beat any verified offer’ from a competing provider follows a previously announced customer service guarantee.
Verizon’s PRT Case Dismissed in New York
The lawsuit against Verizon for terminating two defined benefit pension plans comes to an end as similar cases become less...
Emotionally Intelligent Advisers May Make Annuities More Appealing
Artificial intelligence analyzed metadata from 12,000 client meetings to determine how financial advisers’ behaviors influence client decisionmaking.
‘Hyper-Personalized’ AI Tools Could Add $405M in Retirement AUA by 2034
New research from Accenture suggests recordkeepers integrating artificial intelligence with behavioral economics will drive better participant outcomes.
DOL Urges Dismissal of Lockheed Martin PRT Case
The Department of Labor’s amicus brief argued that participants who continue to receive their full pension benefits cannot sue over...
The 2026 ‘Employer’s Guide to Fringe Benefits’ Is Now Available
The IRS published new guidance based on the One Big Beautiful Bill Act, executive orders and more.
Retirement Industry Deals and People Moves – 1/9/2026
Segal appoints new CEO; MissionSquare hires head of fixed income; Envestnet appoints chief marketing officer; and more.
JPMorgan Backed by DOL in 401(k) Forfeiture Suit
In its amicus brief, the Department of Labor said the retirement plan documents allowed for the use of forfeited contributions...
California Judge Orders More Details on Prohibited Transaction Allegations
The federal judge wants the plaintiffs in the ERISA case to spell out their factual case before discovery begins.
Could Greenland Annexation Threats Lead to US Treasurys Sell-Off?
If European demand for US Treasurys were to weaken, it could raise US borrowing costs and put pressure on the...
Home Depot 401(k) Plan Lawsuit Ends 2 Days Before Supreme Court Review
Both sides in Jaime H. Pizarro et al. v. The Home Depot Inc. et al. requested the case be dismissed.
NEPC Promotes Mikaylee O’Connor to Partner, DC Team Leader
The consultancy’s former principal and head of defined contribution solutions succeeds Bill Ryan, who departed on December 12.
Product & Service Launches – 1/8/2026
Advisors Capital, WealthFeed partner to offer advisers AI-powered lead generation; MassMutual Ascend launches optional income rider on fixed-index annuities; Vestwell...
What Should Fiduciaries Expect in Health Plan Service Fee Disclosures?
In this new series, experts answer questions regarding fiduciary duties for health benefits in retirement plans.