Weekday news and analysis for retirement plan advisers

Wednesday, January 07, 2026 Exclusives | Awards | Research | Events

In Practice A New Year of Evolution for Alts in DC Plans Industry experts say 2026 will be defined by policy momentum and plan sponsor caution over alternative assets in defined contribution plans. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Are Your Clients Awesome? Tell Us! Nominate them for the annual PLANSPONSOR Plan Sponsor of the Year awards—don’t miss your chance because the nomination period closes on January 9.

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

Latest ERISA Cases from Schlichter Bogard Address Voluntary Benefits The complaints allege breaches of fiduciary duty related to the premiums charged for accident, critical illness, cancer and hospital indemnity insurance.

DOL Withdraws Support for Plaintiffs in Yale 403(b) Complaint The Department of Labor pulled a 2023 amicus brief supporting Yale University employees that said their retirement plan had underperforming investment funds and excessive recordkeeping fees.

Cerity Partners Merges With Austin Private Wealth The registered investment adviser, based in Austin, Texas, will operate under Cerity’s name.

Crossmark’s Doll Projects ‘High-Risk Bull Market’ in 2026 The US will remain a resilient economic growth engine, but the downside of the growth is upward pressure on inflation, according to market forecaster Bob Doll.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. Cracking the Retirement Code: Income Replacement Rates Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement.

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