Product & Service Launches – 5/28/2026
PGIM launches actively managed core equity ETF; MetLife introduces flexible annuity option to guaranteed income offering; Dimensional Fund Advisors partners...
News
Most TDF Investors Stay Fully Invested, per EBRI, ICI
According to new research, 85% of surveyed plan participants maintained their all-target-date-fund lineup for at least six years.
Q1 401(k) Savings Rate Climbs to Record 14.4%
Fidelity also found that 403(b) contribution rates reached a new high in the first quarter, despite market volatility.
Estate Planning Clients Increasingly Turn to Advisers
Originally a task for attorneys, estate planning can now be embedded into advisory platforms.
Making Plan Communication Relevant for Multiple Generations
Advisers can take several approaches as they vie for different demographics’ attention and participation.
Advisory M&A News – 5/27/2026
LPL acquires Soundview Wealth Management, Emerald Wealth Management; Moneco Advisors taps 3 advisory teams; Cetera adds former Commonwealth adviser; and...
Employers Can Promote 529 Use Among Low-, Moderate-Income Employees
A new study from Commonwealth suggested that employers can help expand access to 529 accounts and communicate the value of the...
Are Indirect Compensation Structures a Concern for Healthcare Consultants?
Experts answer questions regarding fiduciary duties for health benefits in retirement plans.
Business Groups Challenge ERISA Class Certification in Amicus Brief
The U.S. Chamber of Commerce and the American Benefits Council claim there was insufficient ‘rigorous analysis’ to justify class certification...
Gold Surge Draws Retirees, but Risks Remain
Experts say precious metals are drawing renewed interest as alternative investments in individual retirement accounts.
How Advisers Can Help Modern Families Navigate Wealth Transfers
Family conversations about wealth transfers are typically the hardest when they happen too late.
Retirement Industry Deals and People Moves – 5/22/2026
Nationwide Retirement Solutions announces new product development leader; Jackson Lewis names leader for ERISA complex litigation group; Ascensus adds 2...
Common Pitfalls Can Endanger Retirees’ Finances
Debt and risky investments can frequently lead to long-term retirement consequences.
House Education and Workforce Committee Advances 3 Bills
The legislation is intended to prohibit PBM kickbacks, increase transparency in hospital billing and extend Form 5500 disclosure deadline.
Hospitals Sue CVS Health for $250M Pharmacy Scheme
Multiple federal lawsuits accuse CVS Health of orchestrating a scheme to divert $250 million in federal reduced-price drug program savings.
SCOTUS Upholds District Court Ruling in Withdrawal Liability Case
The Supreme Court decided that a machinists’ union did not mishandle the calculation of employers’ unfunded vested balances.
IRS Releases Qualified Long-Term Care Distribution Guidance
The notice extended the deadline for plans to permit the distributions and clarified reporting requirements for plan sponsors and insurance...
Product & Service Launches – 5/21/2026
Vanguard launches dynamic active-passive portfolio series for advisers; Polen Capital launches 2 growth equity ETFs; Partners Group announces private equity...
District Court Dismisses Stable Value Case Against Equitable
The plaintiff could potentially refile, but a federal judge wrote that current accusations of investing in an underperforming fund were...
Private Capital in DC Plans May Reach $1T by 2030, per Deloitte
The consulting firm forecasted that the adoption of private capital in defined contribution plans will reach 6% in less than...