Employers Anticipate Healthcare Costs to Rise for 5th Consecutive Year
Marsh estimates the largest year-to-year upsurge in the price of medical benefits in more than 20 years.
News
Reduced Work Hours Tied to Outsized Cuts in Retirement Benefits
Benefits for both defined contribution and defined benefit plans suffer when public sector employees switch to part-time hours, according to...
Retirement Industry People Moves – 9/4/2026
Alight names wealth solution leader; Council of Institutional Investors appoints executive director; Merit Financial Advisors hires chief technology officer; and...
Private Credit’s Long-Term Structure Is Fitting for DC Adoption, per PGIM
A private credit manager shares how the asset class can align with retirement investors’ needs.
CGI Sued for 401(k) Fund Underperformance
Plaintiffs claim the plan lost $168 million because the employer maintained a fund that persistently underperformed and experienced mass outflows.
Products & Services Launches – 9/3/2026
Orion adds BlackRock, Fidelity, Vanguard to portfolios; Nationwide partners with Annexus for annuities strategy; Deel rolls out Deel Retirement for...
DC Account Balances Reach Record Highs in Q2
A Fidelity report found 401(k) balances grew by 10.5% over the quarter, a nearly six-year record.
IRI Urges Senate to Advance 403(b) Legislation
The Retirement Fairness for Charities and Educational Institutions Act would give 403(b) participants access to investments in collective investment trusts.
Advisory M&A News – 9/2/2026
Midwest Financial Group becomes Osaic affiliate; Socha partners with Savant Wealth Management; Sequoia Financial acquires BSW Wealth Partners; and more.
Magistrate Recommends Dismissal of Pension Risk Transfer Suit Against AT&T, Again
A Massachusetts federal judge says the suit lacks evidence that AT&T was involved in selecting the insurance provider.
ERIC Backs Dismissal of WPP Forfeiture Suit
The employer advocacy group argued in an amicus brief that WPP made a lawful choice using unvested funds to offset...
Participants Want Simplified Investments in DC Lineups, per Vanguard
Even with sponsors offering a large menu of options, two-thirds of participants only used one fund.
Why Employers Are Choosing PEPs
Advisers say transitioning into a pooled employer plan often resembles a traditional recordkeeper conversion, but there can be complications if...
Small Retirement Plans, Big Opportunities
Advisers cite talent development, operational efficiencies and long-term growth potential as reasons to serve micro-plan clients.
Constitution Capital, Principal Launch CITs Including Private Market Assets
The collective investment trusts are intended for professionally managed products and services.
Why It’s So Hard to Get Gig Workers to Save for Retirement
Lawmakers have floated new retirement plans, portable benefits and federal incentives for independent workers, but more options might not mean...
Aon Acquires USI from KKR for $17B
USI Consulting Group’s parent company is expected to expand Aon’s ‘middle-market’ insurance platform.
NPPG Acquires Managed Account Provider ProManage
The deal comes days after ProManage’s previous owner was purchased by a management company.
AI Product & Service Launches – 8/31/2026
Ai Global Solutions adds financial services practice; Practifi launches Sentir CRM; and Security Risk Advisors releases ScalrCALR AI.
PBGC Updates 4 Categories of Interest Rates in August
Pension plans and multiemployer plans use the heightened rates for valuation and funding purposes.