Data & Research April 9th, 2026 Alight: 401(k) Trading Picked up in March Emerging markets and stable value funds were the asset classes with the most trading inflows during the first quarter of...
Data & Research April 9th, 2026 Adams Street Partners Finds Advisers Keen on Private Markets Among surveyed advisers, 70% said they believe more clients will invest in private markets over the next three years.
Products April 9th, 2026 Equitable Offers 403(b) PEP, Betterment Expands Solo 401(k)s The new pooled employer plan is intended for nonprofits creating new retirement plans or looking to transition from a provider...
Products April 9th, 2026 Vanguard Launches AI-Powered Portfolio Analysis Tool Expert Insights will be widely available for client portfolios later this year.
Compliance April 9th, 2026 USPS Opts for Unprecedented Halt of Pension Payments The cash-strapped US Postal Service says its suspended contributions to the federal pension program ‘will not affect the benefits of...
Compliance April 8th, 2026 SEC Names Securities Lawyer David Woodcock as Director of Enforcement Woodcock will fill the role on May 4, with interim head Sam Waldon continuing to serve until then.
Data & Research April 8th, 2026 Partially Annuitized Savings Could Boost New Retirees’ Spending Power, per TIAA Higher interest rates may provide more money to a first-year retiree than standard 4% withdrawals, according to the annuity provider.
Products April 8th, 2026 Osaic Partners With 401GO for 401(k) Automation The partnership intends to automate and shorten the 401(k) plan set-up process to just 15 minutes.
Deals & People April 8th, 2026 Advisory M&A News – 4/8/2026 Prudential Advisors adds 2 advisers with $300M; Merit Financial Advisors acquires Strategic Retirement Plans; Integrity adds Perspective Wealth Planning to...
Products April 8th, 2026 Orion to Integrate Pontera Data into Trading Platform Workflows The data-sharing collaboration is intended to help trading teams automatically plan, rebalance and report on 401(k) and 403(b) plans at...
Deals & People April 8th, 2026 Wealthspire Unit Acquires Retirement Plan Consulting Firm Fiducient Advisors will add $1.9 billion in assets under management and supervision with the purchase of Axia Advisory.
Compliance April 8th, 2026 Former Morgan Stanley Advisers Ask for Class Certification in Deferred Pay Case The years-long legal battle that has already drawn in the Department of Labor and shifted partly into arbitration.
Data & Research April 8th, 2026 Employee Retirement Confidence Trails Plan Sponsors’ Optimism While more than half of surveyed employers were confident about employees’ abilities to retire on time, participants were far more...
Compliance April 7th, 2026 DOL, SEC, IRS Face Further Cuts With Trump’s Fiscal 2027 Budget The Department of Labor could lose one-fourth of its budget and more than 2,000 full-time employees.
Data & Research April 7th, 2026 Economic Pressure Leads to Financial Trade-Offs Among poll respondents, 58% said groceries were their top financial concern, compared with only 17% most concerned about retirement, according...
Compliance April 7th, 2026 DOL Issues Advice on Faith-Based Employers’ Retirement Plans Many “church plans” are exempt from ERISA regulations but offer fewer legal protections for employees.
Deals & People April 7th, 2026 PlanSync AI Acquires Viserly The companies’ combined platform aims to ultimately provide an ‘end-to-end experience’ for retirement plan advisers, from plan management to participant...
Compliance April 6th, 2026 Weyerhaeuser PRT Complaint Dismissed, But Plaintiffs Could Refile A district judge ruled the plaintiffs had standing, allowing them to amend and refile their pension risk transfer lawsuit.
Compliance April 6th, 2026 BNY, Robinhood Selected by Treasury to Run Trump Accounts So far the Department of the Treasury has not specified whether other firms will help set up or administer the...
Products & Services April 6th, 2026 AI Product & Service Launches – 4/6/2026 Zocks partners with Cetera, launches MCP; ProCap acquires CFO Silvia; RiskDNA launches all-in-one platform for advisers.