LIMRA Predicts Continued Annuity Growth This Year
Data show 2025 was the fourth consecutive year of record sales.
News
Bloomberg Hit With 401(k) Mismanagement Complaint
Plaintiffs accuse the company of allegedly maintaining funds that continuously underperformed decades.
Smaller Companies Will Be Eligible for New Jersey’s Auto-IRA Program
As of later this spring, the state will require companies with at least 10 employees to participate.
Product & Service Launches – 1/29/26
Prizm, Holistiplan partner on 1-click insurance reviews for advisers; BlackRock, Partners Group launch private markets SMA; FINNY, Osaic bring AI-powered...
T. Rowe Price: Sharpen Focus on Diversifying Fixed Income
‘Any private asset allocation must earn its place in the portfolio,’ according to a firm retirement strategist.
A Half-Million Families Created Trump Accounts, per Bessent
Several large employers pledged to make matching contributions ahead of the secretary of the treasury’s announcement.
Advisory M&A News – 1/28/2026
Cetera acquires $1.9B Louisiana firm; Bluespring Wealth Partners, Coghill Investment Strategies announce partnership; Mission Wealth merges with PBL Wealth Management;...
Nearly Half of Adults Praise ‘Superior’ AI Finance Information
About one in eight BestMoney survey respondents said they took ‘significant actions’ in retirement planning based on information provided by...
Third DOL Amicus Brief Sides With Employers
Once again, the DOL argues that choosing how to allocate forfeitures cannot constitute a fiduciary breach under the Employee Retirement...
J.P. Morgan Asset Management Names Pam Hess as Retirement Strategist
Hess was previously the executive director of DCIIA’s Retirement Research Center.
Banks, Credit Unions Growing Advisory Practices
Research found that 71% of banks and 76% of credit unions reported repurposing branches as advisory hubs.
IRS Extends SECURE 2.0 Deadlines for IRAs by 1 Year
The agency could add further extensions if it deems them necessary.
Offering a Retirement Plan for Employees Is the New Standard
Employers’ compensation and benefits packages are evolving, and 98% of employers surveyed offer a qualified retirement plan, according to Ascensus.
Wealth May Decline At Least 6 Years Before Dementia Onset
Waiting for a diagnosis is unlikely to safeguard against losses, according to new research from NBER.
RTX 401(k) Forfeiture Complaint Dismissed
The dismissal continues a string of legal victories for employers.
Federal Bill Would Waive Penalties for First-Time Home Buyers Tapping 401(k)s
A Republican lawmaker is pushing forward with a retirement account withdrawal plan even after the president expressed skepticism.
Ubiquity Names New CEO
The new executive will lead growth in Ubiquity Retirement + Savings’ small business retirement platform, with a focus on partnerships.
Longevity Risk Requires Accurate Measurements, Adequate Solutions
Advisers can guide clients to find appropriate income options for a potentially lengthy retirement.
Retail Nears Institutional Market Share of Professionally Managed Assets
Both retail client channel and institutional channel assets reached all-time highs across US markets, according to Cerulli.
Retirement Industry Deals and People Moves – 1/23/2026
Kestra Financial names new head of advanced planning; OneDigital names 3 new leaders; MissionSquare adds 2 hires to managed accounts...