Weekday news and analysis for retirement plan advisers
Tuesday, June 17, 2025
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Gen Z, Millennials Redefining the Future of Work
A Deloitte survey explores what drives Generation Z and Millennial workers and what leaders must understand to build future-ready workplaces.
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Investors Concerned About the Big, Beautiful Bill's Section 899
Experts say the provision, which would raise taxes on the U.S. income of foreign businesses and individuals, is likely to hurt capital markets.
Today’s Most Read
1.
Supreme Court Seeks Input from Solicitor General in 401(k) Fees Case
2.
DOL Submits Request for Information About PEPs to OMB
3.
Parties Agree to $48.5M Settlement in Pentegra Fiduciary Breach Case
Athene Names CEO and Several Senior Promotions
Apollo’s retirement services arm named
Grant Kvalheim CEO and
elevated Mike Downing and Sean Brennan to co-presidents of Athene USA.
UnitedHealth $69M Settlement Finalized
The complaint was originally filed in 2021 and spent three years in litigation before the settlement was reached at the end of 2024.
Participants Allege Fiduciary Breach at National Rural Electric Cooperative
Retirement plan participants' complaint alleges years of financial mismanagement and self-dealing in the administration of NRECA’s 401(k) Pension Plan.
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