Annuities Sales Reach New Heights in Q2 2026, per LIMRA
Total US annuity sales reached a record $123.9 billion in the second quarter.
News
Advisory M&A News – 8/5/2026
Blue Barn Wealth, Paragon Private Wealth partner with Savvy; Aspen Standard Wealth acquires Denver Private Wealth Management; WestKai Private Wealth...
SEI, WTW Partner on Private Assets in CITs
WTW chose SEI’s investment vehicles to deliver retirement solutions that invest in both public and private assets.
District Judge Narrows Ruling Against AT&T Brokerage-Window Fees
Retirement industry groups argued that the original decision could question the compliance of almost every defined contribution plan that offers...
Americans Cite Affordability as Top Barrier to Financial Progress
A joint study from McKinsey and the Kellogg Foundation found that employers can help facilitate economic mobility.
Businesses Want Cybersecurity to Protect Voice Recordings, per Survey
A recent survey found that 93% of surveyed enterprises wanted voice security included in risk management programs.
Novel 401(k) Case Argues Fossil Fuel-Free Investments Are ‘Religious Accommodation’
The lawsuit, which alleges Thermo Fisher’s retirement investments went against an employee’s Christian values of environmental stewardship, could have broad...
401(k) Pioneer Tackles Hardship Withdrawals, Emergency Savings Through ‘Radish’
Ted Benna says the new employer-funded plan is designed to help workers cover short-term financial needs without tapping retirement savings.
Schlichter Bogard Settles ADP ERISA Lawsuit for $48M
The ADP fiduciary committee will review its retirement plan’s target-date funds as part of the settlement.
Young Workers Seek Retirement Advice Earlier Despite Financial Headwinds
Generation Z and Millennial survey respondents began saving for retirement at a far younger age than previous generations, according to...
Apollo Announces Austin Hub for Retirement Solutions, Asset Management
The asset manager’s Texas hub will focus on developing technology and ‘emerging and new businesses.’
AI Product & Service Launches – 8/3/2026
WealthReach acquires AdvisorRankings; Zocks launches scheduling tool for adviser workflows; Retirement Health Solutions joins Integrity; and more.
Rethinking Diversification in an Interconnected Global Market
Some experts argue that retirement plan fiduciaries should not look merely at investment returns, but also consider how much risk...
How ‘Nimbler’ Investment Menus, Benchmarking Tackle Complexity
The chief product officer of Fiduciary Decisions shares his views about, among other trends, how investment fiduciaries are impacted by...
Personalization Takes Front Seat in Investment Menu Trends
Advisers say target-date funds and managed accounts are gaining attention as plan sponsors seek more personalized participant outcomes.
Retirement Industry People Moves – 7/31/2026
Guardian Life names Kevin Luebbers head of distribution; MAP Retirement appoints Echo Robinson regional VP of sales; and Chantel Sheaks...
Measuring Recordkeepers’ Distribution Through Advisers
While most recordkeepers work with advisers, PLANSPONSOR’s latest Recordkeeping Survey reveals a wide range of adviser relationships.
Increased Nonelective Contributions Could Help More Employees Save, per Vanguard
A new report proposes pairing lower match rates with higher match caps.
Sonderling’s Nomination for Secretary of Labor Approved by Senate Committee
The full Senate still needs to vote on whether Keith Sonderling will head the Department of Labor.
The Standard Launches PEP for 403(b) Nonprofits
The provider has nearly $5 billion in pooled employer plan assets under management.