Products March 2nd, 2026 Marsh Unveils Health Benefit Price Transparency Tool Network Navigator allows employers to benchmark providers’ costs.
Deals & People February 27th, 2026 Retirement Industry People Moves – 2/27/2026 Beacon Pointe Advisors names new CEO; iPipeline appoints new chief revenue officer; Lenox Advisors hires new senior VP; and more.
Data & Research February 27th, 2026 DC Plans a Major Reason Many Americans Have Retirement Savings, per ICI Nearly all respondents to a survey said their defined contribution plan helped them consider long-term needs.
Products & Services February 26th, 2026 Products & Services Launches – 2/26/2026 F&G Annuities joins Voya Financial’s annuity platform; Vanguard adds 17 funds to investor choice program; and more.
Deals & People February 26th, 2026 Victory Capital Moves to Outbid Trian for Janus Henderson The bid is 16% greater than Trian Fund Management’s acquisition price for the asset manager.
Compliance February 25th, 2026 Nearly Half of Workers in Survey Unaware of Saver’s Credit Participants may need better awareness of the tax credit for retirement account contributions, as well as other savings account opportunities.
In Practice February 25th, 2026 DOL: ESOPs Grew by More than 1M Participants in 10 Years EBSA revealed progress on its initiative to promote employee ownership and participation.
In Practice February 25th, 2026 What Record Life Expectancy Means for Retirement Longer life expectancies have redefined retirement planning conversations and have raised the stakes for saving.
Data & Research February 24th, 2026 Target-Date Assets Grew 21% in 2025 Assets in TDFs with embedded income grew 39% last year, according to Sway Research.
Compliance February 24th, 2026 DOL Proposal Requires Retirement Plans to Offer Yearly Paper Statements Plan administrators would need to mail annual paper benefit notices and allow more paper opt-ins in compliance with the SECURE...
Compliance February 24th, 2026 IRS Postpones RMD Rules Rules governing required minimum distributions from retirement accounts, first proposed in February 2022, will not take effect until at least...
Compliance February 23rd, 2026 Complaint Accuses Stifel of 401(k) Investment Mismanagement The plaintiffs contend that the financial services firm ignored and retained underperforming investments at the expense of plan participants.
Compliance February 23rd, 2026 Industry Groups Back Trump Accounts, Seek Further Guidance Employer, retirement and investment firms wrote letters to the Department of the Treasury asking for clarity on the savings accounts’...
In Practice February 20th, 2026 Financial Wellness Fuels Retirement Wealth Convergence Advisers are turning employer retirement relationships into broader wealth management opportunities.
Compliance February 20th, 2026 Liberty Mutual Settles 401(k) Excessive Fee Case for $13.4M The insurer maintains its retirement plan was managed prudently and in compliance with federal law.
Data & Research February 20th, 2026 CFP Study Shows Its Advisers Linked to Stronger Financial Outcomes A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers.
Compliance February 19th, 2026 Appeals Court: Multiemployer Pension Fund Cannot ‘Double Count’ Transferred Assets The Mar-Can Transportation Co. faced approximately $1.8 million in assessed liability after switching unions.
Compliance February 19th, 2026 Health Care System Settles Forfeiture Case for $42.7M More than $21 million currently held in Providence Health & Services’ forfeiture accounts will be distributed to plan participants.
Data & Research February 19th, 2026 Retirees’ Health Care Costs Far Outpace Social Security COLA Two recent reports spell out how rising health care costs are impacting retirees and employers.
Data & Research February 19th, 2026 Brokers Increase AI Use as Compliance Demands Grow iSolved found that 64% of surveyed brokers said AI is enhancing compliance tracking and reporting.