Cash Balance Plans Top $1T, per Ascensus
Companies with fewer than 10 employees own more than half of all cash balance plans, a group of retirement plans...
News
Availability of Contribution Options Across Plan Sizes
Adoption of Roth, after-tax and catch-up contribution options varies, sometimes dramatically, across plan sizes.
Advisers ‘Playing ‘Quarterback’ as IRS Changes Roth Rules
Defined contribution plan advisers and sponsors need effective teamwork as the Roth compliance deadline grows closer.
Advisory M&A News – 10/1/2025
RFG Advisory appoints Ed Swenson as president; former Personal Capital CEO Bill Harris launches RIA; Mid Penn Bancorp acquires Cumberland...
Abandoned 401(k) Accounts Double in Past Decade
‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.
USAA Appoints Rob Arena as Life Insurance President
Arena, who has more than 30 years’ experience in insurance and retirement management, will head the USAA Life Insurance Co.,...
DOL Relies on ‘Contingency Plan’ During US Government Shutdown
During the shutdown, more than 75% of the Department of Labor’s staff are furloughed, but critical requirements like Form 5500...
Lack of Benefits Weighs on Savings-Strapped Employees
Nearly one-quarter of surveyed workers considered quitting due to inadequate benefits, according to a survey by Bank of America.
2025 Top Retirement Plan Adviser: Sean Bjork
Thoughts from Sean Bjork, with Bjork Asset Management.
Options Crucial for Retirement Tier Investing
Industry experts say participants nearing retirement deserve plan design flexibility, education and personalized communication.
Drawing Lessons from Gen X’s Financial Missteps
Three separate studies highlight how a majority of Generation X respondents feel they fell short of their retirement goals.
BLS Tracks Small Changes in Retirement Benefits Access
Last year, retirement benefits remained available to the same overall proportion of private industry and state and local government workers,...
Capital One Settles Plan Forfeiture Case
Like similar cases, Capital One was accused of mismanaging its 401(k) plan by using plan forfeitures to reduce contributions.
Morgan Stanley Investment Management Offers Online Alts Investing Classes
The Alternatives Investing Center provides live and on-demand courses discussing how to incorporate alternative strategies into client portfolios.
Rhode Island to Launch State Auto-IRA in October
Connecticut and Rhode Island have finalized the partnership of their public retirement account programs, RISavers and MyCTSavings.
Retirement Delays Undercut Optimism About Readiness
Delayed retirements could harm employees and employers alike, according to a new Nationwide report.
Retirement Industry Deals and People Moves – 9/26/2025
Fiduciary Trust hires a senior portfolio manager; Pallas Capital Advisors adds a new strategic adviser; Northern Trust appoints a new...
2025 Top Retirement Plan Adviser: Christopher Connolly
Thoughts from Christopher Connolly, with Retirement Team at CANE.
2025 Top Retirement Plan Adviser: Jake Connors
Thoughts from Jake Connors, with Compass Financial Partners, a Marsh & McLennan Agency LLC Company.
2025 Top Retirement Plan Adviser: Scott Ciullo
Thoughts from Scott Ciullo, with KerberRose Retirement Plan Services.