Weekday news and analysis for retirement plan advisers

Thursday, January 08, 2026 Exclusives | Awards | Research | Events

Compliance Annuities Options Get Bipartisan Backing in House Hearing Both sides of the aisle expressed interest in more choices for  annuities in retirement plans, but only Democrats pushed for strengthening Social Security. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

DOL Promises Safe Harbor for Private Investments in DC Plans The Department of Labor will offer more legal briefs and ‘lead with compliance assistance,’ according to Deputy Secretary of Labor Keith Sonderling.

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

SEC’s Only Democratic Commissioner Leaves Agency Caroline Crenshaw’s departure leaves the Securities and Exchange Commission with three Republican appointees, all of whom are known for deregulatory and cryptocurrency-friendly stances.

Fred Reish Joins Ferenczy Benefits Law Center The Atlanta-based firm deals solely with employee benefits law.

Advisory M&A News – 1/7/2026 Mercer Global Advisors closes 2 acquisitions, adds $905M in client assets; Genesis Wealth adds 2 advisers with $650M in client assets; Venerable buys SunAmerica; and more.

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