DOL Pursues Final Ruling to Strike Down Fiduciary Rule
The Department of Labor had already ceased defending the investment advice rule and is now joining the plaintiffs in requesting...
News
Clarification on Investment Options for Trump Accounts on Hold Amid Calls for Diversification
Asset allocation rules remain uncertain as investment managers push for greater diversification.
Why Eligible Workers Are Sitting Out on Retirement Plan Contributions
Data from PLANSPONSOR and Ascensus show an increased need for plan awareness and understanding to address a lack of plan...
$235B Multi-Family Office Names CEO
Cressent President Susie Cranston will be elevated to the chief executive role, effective April 15.
Private Market Access Will Depend on Education and Transparency
At recent Securities and Exchange Commission roundtables, experts warned that without clearer disclosures on valuation, liquidity and fees, private assets...
Alight: 401(k) Trading Light in February, Early Days of Iran Conflict
‘Nothing looks like a panic,’ per Alight’s Rob Austin.
The Underspending Dilemma
Data show retirees are holding back, but not for fear of running out of money.
Retiring with Dignity: A Right Worth Fighting For
TIAA Retirement Solutions CEO Kourtney Gibson emphasizes the importance of TIAA’s embedded lifetime income annuities to the future of retirement...
Younger Investors Turn to High-Risk Assets to Catch Up on Long-Term Savings
Three-quarters of Northwestern Mutual survey respondents, most from Generation Z, view high-risk assets like sports betting and crypto as a...
Financial Wellness Inextricably Linked to Employee Wellness
Employees who lack financial wellness benefits and advice from their employers are more likely to experience burnout and job turnover.
Arizona Judge Does Not Dismiss ERISA TDF Lawsuit
Fiduciaries of the Discount Tire/America’s Tire Retirement Plan are accused to retaining a suite of target-date funds that lagged comparable...
IRS Issues Draft Regulations for Trump Accounts
The proposal details how the IRS would treat one-time $1,000 government contributions to accounts of U.S. children born between 2025...
Indiana Requires Crypto Investment Access for State DC Plans
The state has until 2027 to meet the requirements for public defined contribution plans.
Retirement Plan ‘Leakage’ Rises Slightly Due to Hardship Expenses
New data show a slight uptick in participants turning to retirement savings to cover hardship expenses.
Retirement Industry People Moves – 3/6/2026
GW&K promotes Michael Clare to president; Jason Levy promoted to head of retirement policy at Great Gray; Hashdex appoints Mick...
Student Debt Reaches Not-so-Recent Graduates
Research reveals the intersection of borrowers’ cost pressures.
Private Assets an Uncertain Certainty for DC Plans
Financial services firm Mesirow argued that widespread incorporation of private assets into defined contribution plan target-date strategies will take time.
Cushman & Wakefield Sued for Not Protecting Workers’ 401(k) From Climate Risk
The real estate giant allegedly ignored climate-related financial threats and kept an underperforming fund in its retirement plan.
Products & Services Launches – 3/5/2026
Prudential launches insurance overlay on Franklin Templeton platform; Fidelity debuts new model portfolios; RightCapital releases AI-powered tool; and more.
Mercer Advisors Debuts National ‘Women & Wealth’ Practice
The firm intends to include ‘women-centered financial planning’ in its business priorities, leadership structure and client experience.