Weekday news and analysis for retirement plan advisers

Friday, April 11, 2025 Exclusives | Awards | Research | Events

Compliance Health Plan Fiduciary Duties Related to Data and Documents At a PLANSPONSOR webinar this week, experts discussed why data, and access to data, are important to the fiduciary process for a health care plan. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Hub Names EVP of US Employee Benefits and Retirement and Private Wealth Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private wealth.

Today’s Most Read 1. MEP Plan Participants Win in Jury Trial Against Pentegra 2. Concern About More Litigation Follows Supreme Court’s Cornell Decision 3. Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income

Social Security Administration Changes Course on Plans to End Phone Services The agency announced that all claim types can be completed over the phone once again, after receiving backlash from retiree advocates.

Product and Service Launches – 4/10/25 Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs; Lazard Asset Management introduces three active ETFs in the US; and more.

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