Data & Research June 17th, 2026 Semiliquid Fund Assets Double in 4 Years, While DC Plans Lag in Adoption Morningstar reported that semiliquid funds contain nearly $600 billion in net assets, as of March.
Compliance June 16th, 2026 Plaintiffs Suing Nationwide Could Lose Class Certification The insurance company asked an Ohio federal judge to consider a recent appeals court ruling against class status in ERISA...
Deals & People June 16th, 2026 Blackstone Private Wealth Names Michael Miller as Head of Retirement Solutions Sales Miller is tasked with encouraging retirement plan sponsors and wealth managers to invest in private markets.
Deals & People June 16th, 2026 IRIC Head Kevin Crain Joins OpenArc as Consultant Crain will provide original research and thought leadership for the combined registered investment advisory and wealth management firm.
Data & Research June 16th, 2026 Vanguard: DC Plan Designs Drive 25-Year Record Outcomes Participation and default rates—among other measures of accumulation success—continued to rise last year.
Compliance June 15th, 2026 2027 Budget Cuts for DOL, EBSA Approved by House Committee The budget bill proposes slashing the Department of Labor’s discretionary spending by 27%.
Products June 15th, 2026 Edward Jones Adds T. Rowe Price to Retirement Partnership Suite The financial services firm is also expanding its partnership with J.P. Morgan Asset Management to include full-service recordkeeping.
Data & Research June 15th, 2026 Managed Accounts Can Improve Plans That Have Lower Defaults, No Escalation According to Morningstar, younger savers especially can benefit from compounded interest.
Products & Services June 15th, 2026 AI Product & Service Launches – 6/15/2026 BetaNXT partners with DeepSee for adviser, client retention; Janus Henderson builds investment, client tools with Percepta; DeepVest introduces firm-level governance...
Compliance June 12th, 2026 Guiding Plans Through Private Market Decisions Fees remain a concern with alternative assets, but experts say even modest gains could compound meaningfully over a worker’s career.
Data & Research June 12th, 2026 DC Plans Show Openness Toward Fixed Income, per PIMCO As markets take a more active investment approach, surveyed plan sponsors said they would pay an additional 15 basis points...
Data & Research June 12th, 2026 Most Savers Lack Clear Plan for Retirement Spending, per Corebridge Pre-retirees will need to save six-figure sums to make up for gaps caused by cut Social Security benefits.
Compliance June 12th, 2026 Cherry-Picking Exec Pleads Guilty to Obstruction Western Asset Management Co's former co-CIO admits lying to the SEC.
Deals & People June 12th, 2026 Retirement Industry People Moves – 6/12/2026 SEI names chief AI strategist; Callan taps director of public, private markets research; FuturePlan by Ascensus gains regional VP; and...
In Practice June 11th, 2026 Emerging Markets Offer Stability as Mega-IPO Risks Rise Markets are preparing for mega-sized initial public offerings, but long-term investors should be wary.
Compliance June 11th, 2026 Employer Groups Seek Class Certification Reversal in Tobacco-Use Surcharge Case The ruling from the 8th Circuit Court of Appeals could impact a growing wave of ERISA litigation targeting employer wellness...
Products & Services June 11th, 2026 Product & Service Launches – 6/11/2026 FINNY Launches Enterprise Growth Platform for Wealth Management Firms; PGIM expands ETF lineup With 2 Securitized Credit Funds; Schwab Asset...
Data & Research June 11th, 2026 401(k) Participants Redirected Flows Into Fixed Income in May Investors adjusted their portfolios through trading, but their accumulation strategy remained unchanged, according to Alight.
In Practice June 11th, 2026 PLANADVISER Webinar: Elements of an Effective Recordkeeping Partnership Experts emphasized the importance of client service tools and weighed in on recordkeeper expansion into financial wellness.
Compliance June 10th, 2026 Reading 45,000 Comments on DOL 401(k) Investment Selection Rule There is a sharp divide about how far plan fiduciaries should be allowed to go when considering alternative investments.