Compliance August 18th, 2025 Consultant Needed for WA Saves Washington Saves, the state's retirement savings program, needs a consultant with technical and administrative expertise for program development, compliance, procurement...
Deals & People August 18th, 2025 Advisory M&A News – 8/18/25 RWA Wealth acquires Moirai Wealth Management; NFP acquires Pilot Benefits Group; Sanctuary Wealth partners with UBS breakaway firm; and more.
Data & Research August 18th, 2025 Benefits Decisionmakers May Miss Employees’ Top Priorities While most employers use employee surveys to help inform their selection of benefits, Hub International’s 2025 Workforce Vitality Gap Index...
In Practice August 18th, 2025 Maximizing HSAs’ Value Getting the most out of an account seen by some as a spending vehicle and by others an investment vehicle.
Deals & People August 15th, 2025 Retirement Industry Deals and People Moves – 8/15/2025 T. Rowe Price adds three hires for insurance business; MissionSquare appoints new leads to East field sales team; Douglas Winthrop...
Compliance August 15th, 2025 District Court Denies Bank of America’s Motion to Dismiss 401(k) Forfeitures Case U.S. District Judge Max Cogburn Jr. rejected Bank of America’s argument that its decisions were made in a “settlor capacity”...
Deals & People August 15th, 2025 SageView Advisory Group Acquires Cap Strat The Illinois-based retirement plan consulting and wealth management firm was acquired by the California-based registered advisory firm.
Compliance August 15th, 2025 What Can the SEC Do With AI? The Securities and Exchange Commission’s AI task force could provide the agency a ‘technology augmentation,’ according to a former SEC...
Data & Research August 15th, 2025 US Employers Brace for Possible 10% Increase in Health Care Costs in 2026 Employers listed ‘catastrophic’ claims and costly prescription drugs among the main drivers behind pricier coverage, according to a survey from...
Deals & People August 15th, 2025 2025 Top Retirement Plan Adviser: Matt Watson Thoughts from Matt Watson, with Strategic Retirement Partners.
Deals & People August 15th, 2025 2025 Top Retirement Plan Adviser: Nick Jahn Thoughts from Nick Jahn, with SageView Advisory Group.
In Practice August 15th, 2025 Record Number of Candidates Take CFP Board’s July Exam Of the 3,214 candidates who took the July Certified Financial Planner certification exam, 64% passed.
Products & Services August 14th, 2025 Product & Service Launches 8/14/25 Goldman Sachs AM files for Stablecoin Reserve Fund; SS&C introduces Black Diamond Wealth Solutions; FlexPATH surpasses $100 billion in AUM;...
Data & Research August 14th, 2025 ‘Risk-Averse’ Investors Face Looming Risk of Low Returns Cautious investors may be losing out during downturns in the economy, according to a study by Jackson National Life Insurance.
Data & Research August 14th, 2025 At 90 Years Old, Social Security Counted On by 69% of US Population According to recently released research by the Transamerica Institute, almost one-third of U.S. adults expect Social Security to be their...
Data & Research August 14th, 2025 Mental Health Coverage Improves Yet Awareness Lags Almost 40% of health care plan participants did not know if mental health services were covered in the same way...
Compliance August 14th, 2025 District Court Rules ERISA Claims Against Amentum, DynCorp Can Proceed The government contractors are facing excessive-fee allegations, but a federal judge dismissed complaints about their improper use of forfeitures.
Compliance August 13th, 2025 Employer Groups Argue for Reversed Court Decision on Lockheed Martin PRTs The U.S. 4th Circuit Court of Appeals received an amicus brief arguing that Lockheed Martin was allowed to transfer pension...
Compliance August 13th, 2025 DOL Backs Down from Safe Harbor Repeal ‘Significant adverse comments’ led to the Department of Labor's decision to not repeal protections offered in the Pension Protection Act...
In Practice August 13th, 2025 Nurses Show Symptoms of Financial Insecurity A Fidelity survey found that while almost all nurses participated in defined contribution plans, only 56% of them were on...