Emotionally Intelligent Advisers May Make Annuities More Appealing
Artificial intelligence analyzed metadata from 12,000 client meetings to determine how financial advisers’ behaviors influence client decisionmaking.
News
IRI Initiative Cuts Annuities Processing Time by 94%
According to the Insured Retirement Institute, its Digital First for Annuities program has decreased cycle times for annuity exchanges to...
‘Hyper-Personalized’ AI Tools Could Add $405M in Retirement AUA by 2034
New research from Accenture suggests recordkeepers integrating artificial intelligence with behavioral economics will drive better participant outcomes.
US Couples Lose Average of $14,000 in Matching Retirement Contributions Over Lifetimes
A study from the National Bureau of Economic Research found that couples who do not coordinate their retirement savings could...
Application Period Opens for 2026 Top Retirement Plan Advisers
Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May.
DOL Urges Dismissal of Lockheed Martin PRT Case
The Department of Labor’s amicus brief argued that participants who continue to receive their full pension benefits cannot sue over...
The 2026 ‘Employer’s Guide to Fringe Benefits’ Is Now Available
The IRS published new guidance based on the One Big Beautiful Bill Act, executive orders and more.
Retirement Industry Deals and People Moves – 1/9/2026
Segal appoints new CEO; MissionSquare hires head of fixed income; Envestnet appoints chief marketing officer; and more.
JPMorgan Backed by DOL in 401(k) Forfeiture Suit
In its amicus brief, the Department of Labor said the retirement plan documents allowed for the use of forfeited contributions...
California Judge Orders More Details on Prohibited Transaction Allegations
The federal judge wants the plaintiffs in the ERISA case to spell out their factual case before discovery begins.
Could Greenland Annexation Threats Lead to US Treasurys Sell-Off?
If European demand for US Treasurys were to weaken, it could raise US borrowing costs and put pressure on the...
Home Depot 401(k) Plan Lawsuit Ends 2 Days Before Supreme Court Review
Both sides in Jaime H. Pizarro et al. v. The Home Depot Inc. et al. requested the case be dismissed.
NEPC Promotes Mikaylee O’Connor to Partner, DC Team Leader
The consultancy’s former principal and head of defined contribution solutions succeeds Bill Ryan, who departed on December 12.
Product & Service Launches – 1/8/2026
Advisors Capital, WealthFeed partner to offer advisers AI-powered lead generation; MassMutual Ascend launches optional income rider on fixed-index annuities; Vestwell...
What Should Fiduciaries Expect in Health Plan Service Fee Disclosures?
In this new series, experts answer questions regarding fiduciary duties for health benefits in retirement plans.
Busting 5 Myths About Private Market Investments
Former Assistant Secretary of Labor Lisa Gomez and Great Gray Trust Co.’s Jason Levy break down five misconceptions about utilizing...
Annuities Options Get Bipartisan Backing in House Hearing
Both sides of the aisle expressed interest in more choices for annuities in retirement plans, but only Democrats pushed for...
DOL Promises Safe Harbor for Private Investments in DC Plans
The Department of Labor will offer more legal briefs and ‘lead with compliance assistance,’ according to Deputy Secretary of Labor...
Fred Reish Joins Ferenczy Benefits Law Center
The Atlanta-based firm deals solely with employee benefits law.
Advisory M&A News – 1/7/2026
Mercer Global Advisors closes 2 acquisitions, adds $905M in client assets; Genesis Wealth adds 2 advisers with $650M in client...