DOL Issues Advice on Faith-Based Employers’ Retirement Plans
Many “church plans” are exempt from ERISA regulations but offer fewer legal protections for employees.
News
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...
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.
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...
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.
Ascensus Names New Retirement President
Dan Morrison, previously at Empower, has more than 25 years of experience.
Nuts & Bolts: Nonguaranteed Managed Payout Solutions
This sometimes overlooked strategy may be ideal for early retirees with other sources of income.
Chicago Judge Greenlights ESOP Class Action Suit
The consulting firm West Monroe Partners is charged with shortchanging workers who cashed out of its defined contribution employee stock...
WTW Gains DC Strategist
Alight Solutions’ former head of thought leadership is taking on the role.
Product & Service Launches – 4/2/2026
Capitalize launches 401(k) rollover platform; FNZ introduces premium service model; RiskDNA launches AI-native risk intelligence platform; and more.
Vestmark Names Chief AI Officer
The services provider’s chief technology officer is taking on an extra title to lead an effort to embed artificial intelligence...
Most Business Owners Value Dedicated Financial Advisers
While almost all of those surveyed said they appreciated financial guidance, only 55% were already working with a financial adviser,...
Capital Group to Add Adviser Support in NY, LA Hubs
The active manager intends to fill about 130 support roles over the next two years.
Advisory M&A News – 4/1/2026
Plancorp adds $1B in first major acquisition; Five Star Wealth joins LPL Financial; Creative Planning grows internationally with Maseco acquisition;...
Gen X Retirement Anxiety Soars as Income Needs Persist
Pre-retirees show heightened anxiety related to retirement readiness, with 28% of older respondents sharing concerns about outliving savings.
Entering the Era of Hyper-Personalization
Artificial intelligence is turning the advisory goal of scalable, individualized financial planning into a reality.
Plan Management, by the Numbers
Nearly one-quarter of surveyed plan sponsors last renegotiated fees with their current adviser more than 5 years ago.
Modern Succession Planning: Less Transactional, More Emotional IQ
As advisory firms increasingly invest in artificial intelligence, experts say the next generation of leaders will have to remain human-centered.
DOL Proposed Alts Rule Could Fuel Future ERISA Cases
The Department of Labor may help fiduciaries with its scenarios and test cases on including alternative investments in defined contribution plans,...
Financial Professionals Increasingly Use Automation, In-Person Engagement for Client Growth
About 61% of financial professionals ranked acquiring new clients as their largest source of net assets in the next 12...