Products March 2nd, 2026 Marsh Unveils Health Benefit Price Transparency Tool Network Navigator allows employers to benchmark providers’ costs.
Data & Research March 2nd, 2026 Allianz Finds Women Less Confident About Retirement While 63% of women surveyed in September 2025 reported feeling financially secure, fewer than half felt confident about their retirement...
In Practice March 2nd, 2026 How Advisers Can Help Businesses Address Caregiving Needs The surge of unpaid caregiving is leading to labor turnover and decreased retirement readiness.
In Practice March 2nd, 2026 Long-Term Care Planning, Without the Emotional Charge Even when advisers know the importance of preparing for such health care costs, they may lack the confidence to address...
Data & Research March 2nd, 2026 22% of ERISA Lawsuits in 2025 Involved Health Plans Analysis by Encore Fiduciary breaks down financial outcomes and trends to watch from ERISA court cases.
Deals & People February 27th, 2026 Retirement Industry People Moves – 2/27/2026 Beacon Pointe Advisors names new CEO; iPipeline appoints new chief revenue officer; Lenox Advisors hires new senior VP; and more.
Data & Research February 27th, 2026 DC Plans a Major Reason Many Americans Have Retirement Savings, per ICI Nearly all respondents to a survey said their defined contribution plan helped them consider long-term needs.
Data & Research February 27th, 2026 Morningstar: Liquidity Top of Mind for Private Assets in DC Plans Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.
Products & Services February 26th, 2026 Products & Services Launches – 2/26/2026 F&G Annuities joins Voya Financial’s annuity platform; Vanguard adds 17 funds to investor choice program; and more.
Compliance February 26th, 2026 Advisers Could Retain ‘Independent Contractor’ Status Under Proposed DOL Classifications The Department of Labor has proposed replacing its 2024 independent contractor rule with a revised version of its 2021 rule,...
Deals & People February 26th, 2026 Victory Capital Moves to Outbid Trian for Janus Henderson The bid is 16% greater than Trian Fund Management’s acquisition price for the asset manager.
Compliance February 25th, 2026 Nearly Half of Workers in Survey Unaware of Saver’s Credit Participants may need better awareness of the tax credit for retirement account contributions, as well as other savings account opportunities.
In Practice February 25th, 2026 DOL: ESOPs Grew by More than 1M Participants in 10 Years EBSA revealed progress on its initiative to promote employee ownership and participation.
Deals & People February 25th, 2026 Kevin Murphy Named Retirement VP at Broadridge After 14 years at Franklin Templeton, Murphy will lead sales initiatives for the iJoin fintech platform.
Deals & People February 25th, 2026 Advisory M&A News – 2/25/2026 CAPTRUST adds Tampa adviser team; OneDigital acquires Derse Morgan Financial Advisors; Osaic Channel welcomes $1.2 billion Bard Financial Services; and...
Compliance February 25th, 2026 Trump Announces New Retirement Plan in State of the Union Speech The presidents' proposal resembled the Saver’s Match established by SECURE 2.0.
Data & Research February 25th, 2026 Gen Z, Millennials Share Need for Financial Advice As their finances become more complex, college students and Millennials alike increasingly see financial strategies as an important part of...
In Practice February 25th, 2026 What Record Life Expectancy Means for Retirement Longer life expectancies have redefined retirement planning conversations and have raised the stakes for saving.
Data & Research February 24th, 2026 Target-Date Assets Grew 21% in 2025 Assets in TDFs with embedded income grew 39% last year, according to Sway Research.
Compliance February 24th, 2026 DOL Proposal Requires Retirement Plans to Offer Yearly Paper Statements Plan administrators would need to mail annual paper benefit notices and allow more paper opt-ins in compliance with the SECURE...