Retirement Industry People Moves – 3/13/2026
Blackstone announces leadership appointments in private wealth division; Lenox Advisors announces partner promotions; Northern Trust Wealth Management adds global head...
Automatic Enrollment Growing Trend Among Employer-Sponsored 401(k) Plans
Overall 401(k) plan costs have declined in the past decade, according to new research from the Investment Company Institute.
Investors’ Survey Mixed About Short-Term Market, Confident of Long-Term Returns
Nearly half of surveyed institutional investors were expecting lower returns for the S&P 500 Index this year, according to asset...
Creative Planning Acquires Seattle RIA
Duncan & Haley advises employer-sponsored retirement plans and adds $660 million in assets under management.
Retiring with Dignity: A Right Worth Fighting For
TIAA Retirement Solutions CEO Kourtney Gibson emphasizes the importance of TIAA’s embedded lifetime income annuities to the future of retirement...
Arizona Judge Does Not Dismiss ERISA TDF Lawsuit
Fiduciaries of the Discount Tire/America’s Tire Retirement Plan are accused to retaining a suite of target-date funds that lagged comparable...
IRS Issues Draft Regulations for Trump Accounts
The proposal details how the IRS would treat one-time $1,000 government contributions to accounts of U.S. children born between 2025...
Indiana Requires Crypto Investment Access for State DC Plans
The state has until 2027 to meet the requirements for public defined contribution plans.
Retirement Industry People Moves – 3/6/2026
GW&K promotes Michael Clare to president; Jason Levy promoted to head of retirement policy at Great Gray; Hashdex appoints Mick...
Student Debt Reaches Not-so-Recent Graduates
Research reveals the intersection of borrowers’ cost pressures.
Cushman & Wakefield Sued for Not Protecting Workers’ 401(k) From Climate Risk
The real estate giant allegedly ignored climate-related financial threats and kept an underperforming fund in its retirement plan.
Products & Services Launches – 3/5/2026
Prudential launches insurance overlay on Franklin Templeton platform; Fidelity debuts new model portfolios; RightCapital releases AI-powered tool; and more.
Mercer Advisors Debuts National ‘Women & Wealth’ Practice
The firm intends to include ‘women-centered financial planning’ in its business priorities, leadership structure and client experience.
Small Businesses See 50% Boost in Retirement Plans Since 2020
Gusto Inc. found states with auto-IRA laws had higher rates of retirement plan adoption, but overall contribution rates remain low.
Vanguard: DC Balances Hit New Highs in 2025
A preview of ‘How America Saves 2026’ revealed strong plan design and participant behavioral trends drove record savings last year.
Fidelity: 401(k), 403(b) Balances See Double-Digit Growth for Third Consecutive Year
In 2025, 401(k) balances increased by more than 11%, and 403(b) balances rose 13%.
PEPs by the Numbers
Pooled employer plans with at least $200 million in assets hold nearly double the assets as those in smaller plans,...
Managing the AI Content Explosion in Financial Services
Advisers face major compliance risks if they can no longer oversee—or explain—their AI output.
Vanguard Reaches $29M Settlement in Proxy Voting Case
BlackRock Inc. and State Street Corp., which were also named in the complaint, have not settled.
EBRI Survey: 61% View HSA as Savings Account
As rising health care costs impact retirement savings, EBRI found two-thirds of survey respondents used a health savings account in...