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.
Geopolitics Drive Advisers to Build Resilient Portfolios
A survey of financial professionals shows how they are changing investment strategy and retirement planning approaches.
Fidelity Reaches $1.25M Settlement Over 2024 Data Breach
Personal data of about 77,000 customers were accessed by an unauthorized third party, according to Massachusetts regulators.
AI Product & Service Launches – 4/27/2026
Citi Wealth launches Citi Sky; BetaNXT debuts validation platform; and Hamachi.ai platform integrates fpPathfinder planning intelligence.
Appeals Court: Merrill Lynch Incentive Program Not Subject to ERISA
The US 4th Circuit Court of Appeals also shared its six-part framework to distinguish between a bonus program and a...
HSA Assets Grew by 19% in 2025
There were 41.7 million health savings accounts in the US at the end of last year—a 6% increase from 2024,...
Retirement Industry People Moves – 4/24/2026
Raymond James gains head of ETF strategy; Marsh appoints health practice leader; SILAC names new president; and more.
Allianz: Savers Worry More About Finances Than Dying
Economic uncertainty has led two-thirds of survey respondents to stress about running out of money more than anything else.
House Committee Approves Bill Regulating Proxy Advisers, ESG Disclosures
The Republican-sponsored bill would also impose new voting and reporting duties on asset managers and pension fiduciaries.
DOL May Join Oral Arguments in HP Forfeiture Case
The Department of Labor previously filed an amicus brief supporting the defendants in the case, Hutchins v. HP Inc.
Congress Take Aim at Alleged Kickbacks in Hearing on PBMs
Democrat and Republican members alike criticized pharmacy benefit managers, who they say profit from driving up drug costs.
SPARK, IRIC Create Evaluation Framework for DC Retirement Income Products
The resource is intended to educate plan sponsors, advisers, consultants and fiduciaries about available options.
Former DOL Leaders, Industry Groups Seek Extended Feedback for Alts Rule
As the Department of Labor publishes comments on its proposed rule on alternative investments in defined contribution plans, industry leaders...
Kintra Forms From Merger of 6 Wealth Management Firms
The new registered investment adviser has more than $4 billion in assets under management and offices in eight states.
Milliman Health Care ETFs Begin Trading
The funds are intended to guard retirement savers’ investments against rising health care costs.
Fed Chair Nominee Warsh Denies Pressure to ‘Predetermine’ Interest Rate Cuts
Facing a Senate committee, Kevin Warsh said President Donald Trump ‘never asked’ him to commit to specific monetary policy decisions.
SEC, CFTC Propose Raising Compliance Threshold for Private Fund Advisers
More than half of the advisers currently required to file Form PF, a disclosure document, would be exempt if previous...
Worker, Retiree Retirement Confidence Hits Lowest Point in Nearly a Decade
The smallest share of workers and retirees in nearly a decade reported being confident they have enough money to live...
Heightened Fiduciary Liability? We’ve Seen This Play Out Before
Experts answer questions regarding fiduciary duties for health benefits in retirement plans.
ESG Critic Appointed Head of DOL Policy
Justin Danhof publicized his appointment via a LinkedIn post, but his new position has not been confirmed by the Department...