AI and the Future of Participant Services
Use cases for both generative and agentic artificial intelligence continue to expand, especially in areas like participant education and personalized...
EXCLUSIVES
Regulators Urged to Take Risk-Based Approach Toward AI
A recent SEC-hosted roundtable addressing artificial intelligence highlighted the risks and rewards of its usage in financial services.
Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income
A closer look at what has been limited, so far, annuity adoption by plan sponsors and participants.
Understanding and Evaluating Retirement Income Solutions
With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to workers from a growing...
Does the 4% Rule Still Stand?
The spending rule has been around for 30 years, but experts are rethinking traditional drawdown approaches in light of longevity...
What to Know About Adding Income to a Plan Lineup
How the regulatory landscape dictates the selection of a retirement income solution—and how advisers can frame the discussion with clients.
A Dual Quest for Participant Assets
How can both recordkeepers and advisers work with participants, and what should those relationships look like?
What Recordkeepers Want From Advisers
The crux of a good partnership with an adviser is the willingness to work together, including an open dialogue about...
What Makes the Best Dynamic Adviser-Recordkeeper Partnerships?
Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to the ‘critical’...
SECURE 2.0 Provisions Should Boost Adviser Revenue in 2025
Two-thirds of plan advisers say the newly enacted provisions will increase their revenue, in addition to increasing employee participation, according...
Understanding SECURE 2.0 Student Loan Matching and Educational Benefits
Employers have options to offer student loan benefits to employees and do not need to wait for further IRS guidance...
What to Know About Part-Time Employee Eligibility for Retirement Plans
Effective January 1, the SECURE 2.0 Act makes part-time employees who have met service criteria eligible for employer-sponsored retirement plans.
Keeping Up With SECURE 2.0 Changes
Advisers discuss how they manage adoption of plan provisions with clients.
SECURE 2.0 Auto-Enrollment Requirement Takes Effect in 2025
Beginning this year, businesses with 10 or more employees must implement automatic enrollment and contribution escalation for new 401(k) and...
