Pension Resource Institute Names Annie Messer President
The firm also appointed a chief compliance officer for its affiliated pooled employer plan fiduciary.
News
Advisers Turn to Market Protection Strategies Amid Investor Anxiety
A Nationwide survey found that, following the past year’s market volatility, 60% of advisers are more likely to recommend guaranteed...
Trump Accounts to Boost Kids’ Financial Know-How, per Bessent
Seven million children are enrolled in the tax-advantaged savings accounts, according to Secretary of the Treasury Scott Bessent.
RIA M&A Posts Busiest Q2 Yet, per Echelon
Despite slowing from a record first quarter, 120 announced transactions made the past three months the busiest second quarter to...
From 401(k)s to 400 Pages: What Plan Advisers of the Year Recommend for Summer Reading
PLANADVISER asked this year’s finalists for Retirement Plan Adviser of the Year to share their favorite books.
DOL Amicus Brief Supports Dismissal of SAS Plan Forfeiture Suit
This is the department’s latest brief supporting employers whose use of forfeited, unvested 401(k) matching contributions has been challenged.
AI Product & Service Launches – 7/27/2026
Vise partners with Alpha Architect for portfolio modeling; FinTurk launches FormFiller, CashSweep for advisers; and OneDigital selects JiffyAI for investor...
Transamerica, Advo(k)ate Advisors Debut PEP
The pooled employer plan provides relationships with more than 125 payroll providers.
Nuts and Bolts: Target-Date Funds With Embedded Guaranteed Income
Incorporating guaranteed income into this already popular product presents a cost-effective, ‘pension-like’ strategy.
Allianz Life: Americans Struggle With Shift From Saving to Spending in Retirement
A new study reveals that drawdown gives both employees and retirees pause.
Retirement Industry People Moves – 7/24/2026
Daybright Financial appoints chief financial officer; Advisor360 names chief revenue officer; Nationwide Retirement Solutions expands sales leadership; and more.
CBIZ Debuts PEP for Mid-Market Businesses
The CBIZ Retirement Advantage Pooled Employer Plan includes 3(16) fiduciary services and 3(38) investment management.
Ken Levine, RTX’s Head of Retirement Strategy, Retires
His successor previously served as the firm’s associate general counsel for employee benefits and plan investments.
Senate HELP Committee Delays Vote on Secretary of Labor Nominee
The vote on advancing the nomination of Acting Secretary of Labor Keith Sonderling is expected to take place next week.
Product & Service Launches – 7/23/2026
Zeplyn launches AI-powered adviser coaching; Envestnet unveils adviser wealth trading capability; Fidelity expands SMA lineup for wealth management firms; and...
DOL Lacked Safeguards for Common Interest Agreements, per Inspector General
The Department of Labor increased the risk of data misuse, according to the inspector general’s testimony before a House panel.
Putting Clients at the Center of Provider Strategy
Selecting and maintaining provider relationships has become increasingly complex, but experts say client needs should remain constant.
SEC Enforcement Deputy Director to Leave Agency
The Securities and Exchange Commission announced Wednesday that Sam Waldon, principal deputy director of its Division of Enforcement, will leave...
DOL Brief Sides With Bristol-Myers in PRT Appeal
Amicus briefs by the Department of Labor, business groups, insurers and states argue that litigation would harm the pension risk...
House Bill Would Limit Tax Breaks for Multimillion-Dollar Retirement Accounts
Only individuals and couples with high salaries and retirement account balances higher than $10 million would be affected by the...