Weekday news and analysis for retirement plan advisers

Monday, January 05, 2026 Exclusives | Awards | Research | Events

Deals & People AllianceBernstein Names Onur Erzan President AllianceBernstein has named Onur Erzan as president, a role that was previously held by CEO Seth Bernstein since 2017. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

More Employers Offer Their Own Retirement Plans in Wake of State Auto-IRA Mandates Research shows state mandate laws for individual retirement accounts access have led to businesses being more likely to offer their own retirement plans than participate in state-run retirement programs.

Today’s Most Read 1. What Should Fiduciaries Expect in Health Plan Service Fee Disclosures? 2. Could Greenland Annexation Threats Lead to US Treasurys Sell-Off? 3. Busting 5 Myths About Private Market Investments

Missing RMDs Cost Investors $1.7B in Penalties, per Vanguard More than half of investors with IRA balances under $5,000 missed their required minimum distribution in 2024, according to research by Vanguard.

Charles Schwab to Match Federal Contributions to Employees’ Children’s Trump Accounts A U.S. Treasury pilot program pledges $1,000 to eligible children born in the U.S. between 2025 and 2028.

Congress Introduces Bill to Make PBMs Fiduciaries If passed, the legislation would require pharmacy benefit managers to act in the best interests of employees who rely on employer-sponsored health plans.

Advisory M&A News – 12/24/2025 Wealth Enhancement will acquire Aegis Financial and Dent Wealth Advisors; and United Capital Financial Advisors acquires Groebl Brothers.

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