We’ve Reached the Tipping Point for 401(k) Retirement Plans
Beau Adams, president of American Trust Retirement, believes the nature of advising will profoundly change as retirees shift their mindset...
News
Retirement Industry Deals and People Moves – 12/19/2025
NFP promotes Adam Favale to head of M&A; Fiduciary Trust International taps new wealth director; Domain Money Advisors appoints new...
ISS STOXX Acquires Italian Provider of Data, Sustainability Indexes
ECPI Group SRL, which offers data analysis tool sets for institutional investors, was acquired from Confluence Technologies.
Senate Approves Michael Selig to Head CFTC
The new Commodity Futures Trading Commission chair was confirmed as lawmakers consider expanding the commission’s authority over cryptocurrencies.
Getting Gen X Back on Track for Retirement
As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second...
Preparing for 2026 ERISA Plan Compliance
A calendar to help plan fiduciaries track important due dates for their retirement plans, given annual updates and changes.
Product & Service Launches – 12/18/2025
IncomeConductor updates annuity planning with advanced modeling for advisers; American Life expands product availability to New Hampshire; AllianceBernstein launches AB...
Fred Reish Joins Prime Capital Financial
He will serve as director of Prime Capital Retirement’s fiduciary and ERISA practice.
Wealthspire Forms 350-Member Consulting Division, Wealthspire Institutional
Mike Goss will serve as both chief revenue officer of Wealthspire and president of Wealthspire Institutional.
Research Finds Slowdown in Spending During Retirement
Spending for the average retiree gradually declines by more than 30% between ages 60 and 85, according to a new...
IRS Issues Covered Compensation Tables for 2026 Plan Year
The documents contain information on the permitted disparities in employer-provided contributions or benefits.
Advisory M&A News – 12/17/2025
Osaic acquires $1.1B Veater Financial Group; Wealth Enhancement Group buys $476M hybrid RIA; Mercer Advisors expands in Idaho with McConnell...
SEC Issues Risk Alert on Investment Advisers’ Compliance With Marketing Rule
The agency’s notice focused on issues concerning the provisions related to testimonials, endorsements and third-party ratings.
Plan Sponsors See Private Markets Opportunity
Among those surveyed by HarbourVest, 94% said they are confident private market investments could improve long-term participant outcomes.
Portability Provider Reaches Account Transfer Milestones
The Retirement Clearinghouse has consolidated more than 525,000 accounts and transferred more than $20 billion in assets since 2009.
New House Bill Revives Push for Automatic Retirement Accounts for Uncovered Workers
The proposed legislation mandates that employers with at least 10 employees, who do not currently offer a retirement plan, must...
NEPC’s Bill Ryan to Join Carlyle as Managing Director, Head of Retirement Solutions
Ryan will assume the newly created role on January 5.
Alts in DC Lineups Gain Traction Among Plan Advisers
One-quarter of defined contribution plan advisers are now likely to recommend alternative investments within defined contribution plan lineups, according to...
Recordkeepers Prepare for 2026’s ‘Roth-Only’ Catch-Up
While plan sponsors and payroll providers will likely take the first steps, recordkeepers face growing complexity as the new requirements...
2025 Employee Benefits Reporting Forms Unveiled by Federal Agencies
New requirements impact discontinued multiemployer pension plans, variable annuity formula plans, and PBGC-covered single-employer plans that have been terminated.