Weekday news and analysis for retirement plan advisers

Monday, March 02, 2026 Exclusives | Awards | Research | Events

Data & Research Morningstar: Liquidity Top of Mind for Private Assets in DC Plans Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

22% of ERISA Lawsuits in 2025 Involved Health Plans Analysis by Encore Fiduciary breaks down financial outcomes and trends to watch from ERISA court cases.

Today’s Most Read 1. 2026 PLANADVISER Adviser Value Survey 2. BlackRock Trends Report Points to More Retirement Income, Participant Communication 3. Americans Ready—but Not Prepared—to Retire

DC Plans a Major Reason Many Americans Have Retirement Savings, per ICI Nearly all respondents to a survey said their defined contribution plan helped them consider long-term needs.

Retirement Industry People Moves – 2/27/2026 Beacon Pointe Advisors names new CEO; iPipeline appoints new chief revenue officer; Lenox Advisors hires new senior VP; and more.

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