What Makes a Provider Partnership Truly ‘Fiduciary-Ready’?
All parties need to connect effectively and document relevant processes.
News
House Hearing Airs Partisan Rift Over Healthcare Costs
Democrats said that Medicaid and ACA reductions threaten workers while Republicans backed direct contracting as a way to lower employer...
Treasury Shares Investment Options for Trump Accounts
The default will be a State Street exchange-traded fund based on the S&P 500, and four more index funds will...
Advisory M&A News – 7/1/2026
Savant Wealth Management acquires Richard Brothers Financial Advisors; Wealth Enhancement buys Shufro-Glass Group; Osaic adds $575M advisory team; and more.
Recordkeepers’ Service Models, by the Numbers
Three dozen recordkeepers give insights into what they offer plan advisers, sponsors and participants.
How Plan Advisers Smooth Communications Between Providers, Clients
Advisers are increasingly the central hub for the multi-provider ecosystem, connecting recordkeepers, third-party administrators, investment providers and clients.
Why Does Gen Z Like Roth Plans?
According to Fidelity, 21% of Gen Z participants contribute to a Roth 401(k)—and overall Roth participation is rising.
Empower Set to Acquire Milliman Retirement Administration Business
The transaction is expected to add more than 1,100 defined contribution plans and 400 defined benefit plans to the Empower...
Trump Names Keith Sonderling as Secretary of Labor Nominee
President Donald Trump nominated Acting Secretary of Labor Keith Sonderling to permanently head the Department of Labor via a social...
Wealth Managers Expect Interest in Alts to ‘Accelerate,’ per Brookfield
Three separate surveys tracked how advisers and investors are turning their increased knowledge of alternative investments into action.
AI Product & Service Launches – 6/29/2026
CentSight launches platform for business owners; RightCapital releases Agent Iris; and Advisor CRM Debuts Ember for Client Engagement.
Vanguard Taps T. Rowe Price to Advise 3 Equity Funds
T. Rowe Price will replace ArrowMark Colorado Holdings as an adviser of two of the funds.
Ascensus Rolls Out National Nonprofit 403(b) PEP
Newport will serve as the pooled employer plan provider and administrative fiduciary.
Janus Henderson Appoints Directors for Alts, OCIO, Insurance Client Coverage
Differentiated investment capabilities and customized solutions will be among the three new hires’ priorities.
UnitedHealth 401(k) Plan Forfeiture Lawsuit to Continue
The insurer and healthcare company, which is accused of fiduciary breaches, lost a motion in federal court to dismiss a...
House Hearing Debates Trump Accounts’ Structure
Industry experts recommended that the proposed children’s investment accounts not be limited to passive investment options.
Retirement Industry People Moves – 6/26/2026
Deloitte management consultant leader exits; Regions Bank appoints Hancock to new role; and more.
Public Sector Workers Largely Retirement Ready, but Gaps Persist
Voya reported that 89% of surveyed government workers feel ready to retire.
Tax Diversification: Keep It Simple
Plan participants should know the ‘what’ and ‘why’ behind their tax selections to maximize their contributions.
Roth Accounts’ Rise Brings Opportunity, Uncertainty for Savers
A tax policy expert shares how Roth contributions are impacting congressional priorities and decumulation strategies.