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.
News
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...
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.
Cherry-Picking Exec Pleads Guilty to Obstruction
Western Asset Management Co's former co-CIO admits lying to the SEC.
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...
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.
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...
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...
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.
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.
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.
House Hearing Scrutinizes Social Security Commissioner’s Agenda
House Democrats raised questions over Commissioner Frank Bisignano’s claims that his agency is having its ‘best overall performance.’
Fidelity Adds Guaranteed Income-Embedded CITs to Target-Date Lineup
The suite will include optional allocations to lifetime income through Nationwide and New York Life.
Advisory M&A News – 6/10/2026
MAI acquires Saybrook Wealth ahead of Carlyle sale; LPL taps adviser to launch Allegia Wealth Management; Mariner plans to buy...
Social Security Trust Fund Faces Depletion in 2032
The current estimate says the agency will have enough revenue to pay 83% of benefits due at that time.
AI Governance Grows at Uneven Pace
A corporate survey found 80% of respondents said their managers had a ‘hands-off’ approach to artificial intelligence.
$23M Settlement Ends MetLife’s Mortality Table Case
Plaintiffs alleged that MetLife had given them fewer benefits after using actuarial tables dating back to the disco era.
Oregon, Vermont Lead US Adviser Salary Bumps
According to Bureau of Labor statistics, the median salary of financial advisers rose in more than half of US states...
Appeals Court Stands by Class Certification Denial in 401(k) Case
The U.S. 4th Circuit Court of Appeals will not rehear Trauernicht v. Genworth, which could impact plaintiffs’ chances for class...
Young Americans: Open About Money, Generous With Donations
Recent reports revealed that Generation Z savers budget openly with friends and that Millennials are giving more to charity.