Equity Returns on ESOPs Outpace S&P 500
More than 350 ESOP-owned companies in Stout’s valuation portfolio produced a 17.3% average annual return, surpassing the S&P at 11.9%.
News
How to Train Your AI ‘Coworker’
OneDigital’s AI-powered consultant, ‘Ben,’ is not just surfacing knowledge about employee benefits, but a collaborative equal to team members.
Succession Planning Beyond the C-Suite
Advisers discuss how they are identifying and developing future leaders across departments.
Next-Gen Advisory Leaders Focus More, Wear Fewer ‘Hats’
Gary Wagner, president of the Carnegie Investment Counsel, shared his thoughts on the need for specialization by advisers.
Retirement Expert Says Social Security Not ‘Going Bankrupt’
Social Security has survived past solvency crises, but it is not clear to industry expert Marcia Mantell what action Congress...
Retirement Pros Urge Caution With Alts in DC Plans
A recent panel of retirement and investment professionals argued for a slow and documented adoption process when including private assets...
Retirement Industry Deals and People Moves – 10/31/2025
Venable adds Jennifer Campbell to private wealth planning group; Lincoln Financial appoints John Morriss as EVP, CIO; FSI names Andrew...
Understanding Distribution Taxes and Penalties
Knowing how participants will, or won't, be taxed on their DC plan distributions
Roth’s Role in Plan Distributions
The retirement industry can still make big strides to help participants realize tax-advantaged strategies when taking plan distributions.
Guideline Accused of Corporate Espionage by Human Interest
Sharing trade secrets and other proprietary data are among the allegations made against Guideline and two former HI employees.
ISS STOXX Launches Real Assets Climate Solutions Suite
The tools aim to help investors understand climate risks within their portfolios.
ICI Pushes for ‘Robust’ Marketplace for Trump Accounts
The Investment Company Institute said the new tax-preferred investment vehicle for newborns would ‘undermine competition’ if they were opened through...
Product & Service Launches – 10/30/2025
Advyzon furthers integration with Schwab Advisor Services; iPipeline launches AI-Powered ‘CHARLi’ foundation; and Cetera introduces Private Wealth Portfolios for high-net-worth...
Northrop Grumman Settles ERISA Case Over Pension Estimates
Retirees accused Northrop Grumman Corp. of allegedly misinforming pension participants about their promised benefits.
Advisory M&A News – 10/29/2025
Keaton & Sams enters partnership with Concurrent; Ascend joins Kestra Private Wealth Services’ platform; Gallagher Financial and Legacy Investments become...
Alight, MetLife Team Up on Retirement Income Offerings
MetLife’s annuities will be available on Alight’s benefits platform, which serves nearly 12 million defined contribution plan participants.
Vitera Expands Guaranteed Income Solutions in DC Market
In an exclusive interview, Vitera’s new CEO, Rebecca Tadikonda, explains the firm’s recent share class launch, market demand and re-branding.
Former Morgan Stanley Advisers Sue DOL Over ERISA Ruling
Three ex-brokers allege the Department of Labor unlawfully aided the firm by issuing an advisory opinion that undermined pending compensation...
Roth Catch-Up ‘Playbook’ Can Guide Advisers Through Compliance
Plan advisers can be crucial guides who ensure plan sponsors, recordkeepers and payroll providers understand Roth catch-up contributions.
Plaintiffs in Intel ERISA Case Appeal to Supreme Court
The Supreme Court will take up the case's main outcome, after already ruling on a separate part of the case...