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  • News & Analysis
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    • Special Coverage
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    • The Check-Up: Advising Health Plan Fiduciaries
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Data & Research
May 4th, 2026

New Hires Make Retirement Decisions Without Much Guidance

Nearly half of respondents to a recent survey said they contributed from 1% to 5% of their pay toward retirement.
Compliance
May 4th, 2026

Janus Henderson Settles ESOP Lawsuit for $6.5M

The settlement total would give each plaintiff $3,613, but lawyers are expected to take up to one-third of the amount.
Products & Services
May 4th, 2026

AI Product & Service Launches – 5/4/2026

Ncontracts introduces Nquiry compliance platform; Advisor CRM launches Beacon assistant; HFS Research debuts data intelligence suite; and more.
Deals & People
May 4th, 2026

Mesirow to Acquire LeafHouse Financial Advisors

LeafHouse’s financial advisory business will be integrated into the Mesirow Fiduciary Solutions platform, deepening its distribution reach.
Deals & People
May 1st, 2026

Retirement Industry People Moves – 5/1/2026

Impact Community Capital promotes Andrew Zimmerman to CIO; Alerus hires Paul Villanueva as retirement sales VP; SEC Deputy Director of...
Data & Research
May 1st, 2026

Demand for Sustainable Investing Grows—but Portfolios Lag Behind

Investment decisions are tempered by market conditions, portfolio considerations and evolving expectations.
Opinions
April 30th, 2026

How Advisers, TPAs Can Thrive With PEPs

A fiduciary services specialist explains why he thinks pooled employer plans can lead to better retirement outcomes.
Products & Services
April 30th, 2026

Product & Service Launches – 4/30/2026

Bridgewise, X collaborate on social sentiment for global markets; Vanguard unveils BondBuilder model portfolio suite; Fidelity launches small-, mid-cap ETFs;...
Compliance
April 30th, 2026

Trump Signs Executive Order for Federal IRA Website

The Department of the Treasury is tasked with launching the TrumpIRA.gov site by next year and promoting awareness of the...
Data & Research
April 30th, 2026

Federal Roth Auto-IRA May See Strong Gains, per Morningstar

The proposal would add up to $983 billion under baseline scenarios, according to a new Morningstar report.
Data & Research
April 29th, 2026

Online Tools Used More than Advisers to Start Retirement Planning, per Survey

Calculators are becoming the first step in retirement planning, reflecting a broader shift toward digital-first financial decisionmaking.
Compliance
April 29th, 2026

Retirement Advocacy Groups File Amicus Brief in SCOTUS’ Intel Case

The brief—submitted by AARP, the Pension Rights Center, and Better Markets—backs employees suing Intel over the handling of their retirement...
Deals & People
April 29th, 2026

Advisory M&A News – 4/29/2026

Charted Wealth joins Kestra Financial; Hightower will acquire Bahnsen Group; Waverly Advisors acquires TruWealth Advisors; and more.
Data & Research
April 29th, 2026

Guaranteed Lifetime Income Gains Momentum

Most retirement plan participants are defining success by guaranteed income, rather than account balance, according to MetLife research.
Data & Research
April 28th, 2026

Women Are Gaining Wealth—But Many Lack Support From Financial Specialists

Among affluent women, a growing gap is emerging between financial engagement and real-world decisionmaking.
Deals & People
April 28th, 2026

Cetera Creates $19B RIA From Merger of Avantax Planning Partners, Retirement Planning Group

The companies are expected to combine by October under a new brand: Cetera Planning Partners.
Opinions
April 28th, 2026

How Advisers Can Lead Long-Term-Care Planning

An insurance wholesaler recommends that clients can explore whether annuities or maximum coverage better suit their needs.
Compliance
April 28th, 2026

Financial Regulators Consider Responses to Advanced AI Threats

The Securities and Exchange Commission is accepting public feedback on a review of the world’s largest database of retail and...
Compliance
April 27th, 2026

Public to Weigh in on Trump Accounts’ Reporting Form

Starting Tuesday, the public has 60 days to submit written feedback to the IRS on the new form.
Data & Research
April 27th, 2026

Geopolitics Drive Advisers to Build Resilient Portfolios

A survey of financial professionals shows how they are changing investment strategy and retirement planning approaches.
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Trending

Ascensus to Acquire AmericanTCS

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

Solo Adults Report Confidence in Saving—but Concerns About Having Enough for Retirement

Schlichter Bogard Files Suit Over Voluntary Benefits Program Fees

Retirement Industry People Moves – 5/8/2026

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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