Compliance September 4th, 2025 Judge Backs Dismissal of AT&T PRT Complaint A Massachusetts magistrate said former retirement plan participants had standing to sue AT&T and State Street Global Advisors but disregarded...
Data & Research September 4th, 2025 TDFs with Scheduled Retirement Payouts Up 25% Since 2024 Assets in target-date investments with embedded income features totaled $103 billion on June 30, according to Sway Research.
Deals & People September 4th, 2025 Goldman Sachs, T. Rowe Price to Collaborate, Bring New Investments to Market Focusing on the retirement and wealth channels, Goldman will invest up to $1 billion in T. Rowe Price, and the...
Deals & People September 3rd, 2025 Pontera, Manulife John Hancock Retirement Announce Collaboration The companies are offering a secure platform for advisers to manage client workplace retirement accounts.
Deals & People September 3rd, 2025 Madison Dearborn Buys NFP’s Wealth Business From Aon for $2.7B The acquired businesses, expected to operate as one group moving forward, include Fiducient Advisors, Newport Private Wealth and Wealthspire Advisors.
Data & Research September 3rd, 2025 Self-Directed 401(k) Accounts Grow During Volatile Q2 Charles Schwab found its average self-directed brokerage account balance rose 7.9% during Q2 2025.
Compliance September 2nd, 2025 Employer Groups Ask for Dismissal of Another PRT Case Plaintiffs allege that Weyerhaeuser improperly transferred $1.5 billion in pension liabilities from its pension plan by purchasing annuity contracts.
Data & Research September 2nd, 2025 Senior Couples Need $388k Saved for Health Care Costs: Milliman A healthy 65-year-old couple will need $17,000 more in savings for total retirement health care costs than was needed in...
Deals & People September 2nd, 2025 Advisory M&A News – 9/2/25 Former Merrill and Hightower advisers create an independent advisory firm in Connecticut; United Capital Financial Advisors acquires The Paul Group;...
Compliance September 2nd, 2025 House Appropriations Bill Seeks DOL, EBSA Budget Cuts The subcommittee's fiscal year 2026 spending bill would trim the Department of Labor's budget by 28% and the Employee Benefits...
Products & Services September 2nd, 2025 iJoin, Manifest Partner for Retirement Account Consolidation The companies claim plan participants can find and transfer retirement accounts in under 10 minutes.
Data & Research September 2nd, 2025 Market Volatility Has Not Slowed 401(k) Growth Studying 2.7 million workers’ 401(k) accounts, ICI and EBRI found a median balance of 25.9% annualized increase from 2019 to...
Data & Research September 2nd, 2025 Lowest Earners Could Save Big with Federal Retirement Accounts The Retirement Savings for Americans Act proposes federally run savings accounts that could help the bottom 10% of earners save...
Deals & People August 29th, 2025 Retirement Industry Deals and People Moves – 8/29/2025 Churchill hires Michael Foley as head of institutional and Bill Stout leads private market strategy at Vanguard.
Data & Research August 29th, 2025 Nearly Half of Gen Z Workers Dip into Retirement Funds, Per Survey Of the 46% of Generation Z workers who reported withdrawing money from their retirement funds, nearly half did so to...
Compliance August 29th, 2025 DOL to Stop Issuing, Accepting Paper Checks Starting on September 30, the Department of Labor will transition to paperless checks, according to a notice published in the...
Compliance August 29th, 2025 Federal Judge Dismisses Home Depot’s ERISA Lawsuit A district court judge in Georgia ruled that Home Depot’s use of forfeited funds aligned with the retirement plan’s terms.
Products & Services August 28th, 2025 Product & Service Launches 8/28/25 Jackson has launched new fixed index annuities; Shelton Capital Management will offer an Equity Premium Income ETF; VanEck launches new...
Compliance August 28th, 2025 Knight-Swift Settles ERISA Cases, RTX Faces Plan Forfeiture Charges Motor carrier holding company Knight-Swift is settling two ERISA complaints while RTX Corporation faces charges of breaching fiduciary duties.
Compliance August 28th, 2025 House Bill Would Let Retired Vets Contribute to Thrift Savings Plans The proposed FORWARD Act would allow certain military retirees and disabled veterans to continue contributing to their Thrift Savings Plan...