Employers Can Promote 529 Use Among Low-, Moderate-Income Employees
A new study from Commonwealth suggested that employers can help expand access to 529 accounts and communicate the value of the...
Are Indirect Compensation Structures a Concern for Healthcare Consultants?
Experts answer questions regarding fiduciary duties for health benefits in retirement plans.
Business Groups Challenge ERISA Class Certification in Amicus Brief
The U.S. Chamber of Commerce and the American Benefits Council claim there was insufficient ‘rigorous analysis’ to justify class certification...
SCOTUS Upholds District Court Ruling in Withdrawal Liability Case
The Supreme Court decided that a machinists’ union did not mishandle the calculation of employers’ unfunded vested balances.
IRS Releases Qualified Long-Term Care Distribution Guidance
The notice extended the deadline for plans to permit the distributions and clarified reporting requirements for plan sponsors and insurance...
Product & Service Launches – 5/21/2026
Vanguard launches dynamic active-passive portfolio series for advisers; Polen Capital launches 2 growth equity ETFs; Partners Group announces private equity...
District Court Dismisses Stable Value Case Against Equitable
The plaintiff could potentially refile, but a federal judge wrote that current accusations of investing in an underperforming fund were...
Betterment Updates 401(k) Dashboard With AI-Powered Benchmarking
The updated platform offers customizable insights, payroll integration and built-in compliance for plan sponsors.
Growing Number of Workers Retire Early, Involuntarily
While an increasing proportion of workers expect to retire later, unplanned retirements threaten those plans, according to studies from Allianz...
Senate Hearing Questions Proposed DOL Budget Cuts
The potential elimination of Job Corps, the department’s career training program, was a major flashpoint.
Advisers at ‘Forefront’ of Digital Fraud Detection, Prevention
A FINRA conference panel discussed how timely notification of fraudulent activity can protect targeted clients and advisory firms.
Corporate Pension Funding Reaches 18-Year High
The funded status of the 100 largest US corporate defined benefit plans reached 107.8% at the end of April, according...
T. Rowe Price Names Eric Veiel as President
CIO Sébastien Page was also chosen to take on an additional leadership position.
State-Facilitated Retirement Assets Triple in 2.5 Years
The figure surpassed $3 billion in April.
Retirement Industry People Moves – 5/15/2026
Orion Adds New Product Lead; Nationwide Announces Retirement Leadership Moves; Morgan Lewis Rehires Engle to ERISA Practice; and more.
Product & Service Launches – 5/15/2026
July, Chairvolotti Financial partner on custom 401(k) offering; Vestmark launches AI-powered portfolio monitoring Tool; Alight expands partner network with Cylinder,...
PLANADVISER 2026 Retirement Plan Adviser of the Year Winners
Top retirement plan advisers were honored at the Industry Leader Awards dinner in New York on Thursday.
Educate Your Participants About Lifetime Income in Retirement Plans
An ERISA lawyer shares how plan fiduciaries can make sense of the plethora of retirement income solutions.
Alight: 401(k) Trading Up in April, But Most Investors Stay the Course
There were more above-normal trading days in April than in the entire first quarter of 2026, according to the firm’s...
The Growing Need for 3(38) Fiduciaries
An investment manager from Human Interest, which offers 3(38) fiduciary services, discusses the growing appeal of outsourcing investment decisions.