Human Interest Offers Automated 401(k) Plan Audits
According to the 401(k) provider, its Audit Relief program, available for midsize businesses, can greatly reduce a plan audit’s duration...
Why Private Markets Are Essential for Long-Term Investors
Two thought leaders from Ares Management, including a former director of the PBGC, explain why exposure to private markets can...
Middle-Market Americans Remain Hopeful Despite Growing Financial Strain
Rising costs and mounting debt are testing confidence—especially among women, Gen X and younger adults—even as most still believe in...
House Committee Approves Bill to Change Social Security Terms
The bill would make several changes to terms that describe benefit claiming ages to help retirees better understand the impact...
US Retirement Assets Rise to $45.8T in Q2
Retirement assets now account for 34% of all household financial assets in the country, according to the Investment Company Institute.
Retirement Industry Deals and People Moves – 9/19/2025
CapWealth taps Christopher Stevens as executive vice president; Access Holdings welcomes Sam Tidswell-Norrish as partner; Troutman Pepper’s Tax and Benefits...
How Employers Can Prep For New Rules on Roth Catch-Ups
Legal experts say plan sponsors and administrators and payroll providers need to figure out how to comply with the final...
Daniel Aronowitz Confirmed to Lead DOL’s EBSA
The newly confirmed Assistant Secretary of Labor and head of the Employee Benefits Security Administration has pledged to streamline retirement...
Product & Service Launches – 9/18/25
Mutual of America and Morningstar collaborate on managed IRAs; Lincoln Financial debuts new index-linked annuity; Man Group launches first standalone...
Kevin Jestice Named President of Nationwide Retirement Solutions
On October 1, Jestice will succeed outgoing president Eric Stevenson, who plans to retire next year.
Law Firm Husch Blackwell Accused of 401(k) Self-Dealing
The Missouri law firm is accused of diverting retirement plan contributions to pay company operating expenses.
PGIM, Partners Group to Offer Multi-Asset Investment Vehicles
The companies’ suite of funds will have diversified exposure across public and private markets.
CFP Board Unveils 6 Public Policy Priorities
The certified financial planner organization has pledged to expand access to ‘competent, ethical financial advice.’
Breaking Down Misconceptions About Private Markets in DC Plans
A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of...
3 Retirement Bills Advance to Full House of Representatives
Two of the bills, which target the Department of Labor’s audit process, sparked heated debate, but the third bill, concerning...
SEC Pushes Back Deadline for Private Investment Funds’ Disclosures
Private funds and advisers now have until October 2026 before they must provide enhanced confidential disclosures about portfolio investments and...
Fiduciary Decisions’ Retirement Plan Services Are Revamped
The new and enhanced products include on-demand fee monitors and benchmarking reports.
Wealthspire Starts ‘Find Your People’ Development Program for Advisers
The initiative offers workshops about financial advisers’ business practices, mentorship and skills training.
How High-Net-Worth Investors Prepare for the Future
Janus Henderson’s latest investor survey reveals a mix of anxiety, inaction and opportunity among affluent pre-retirees.
FINRA Launches Crypto, Blockchain Education Program
The program includes in-person training offered in partnership with Georgetown University’s McDonough School of Business.