Weekday news and analysis for retirement plan advisers
Monday, June 02, 2025
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Making Decisions About AI Adoption
Firms express cautious optimism about artificial intelligence tools in a recent survey.
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Latest 401(k) Forfeiture Lawsuit Filed Against UBS
The investment bank was accused of mismanaging forfeited funds in its 401(k) plan by using them toward reducing employer contributions.
Today’s Most Read
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Investors Concerned About the Big, Beautiful Bill's Section 899
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Gen Z, Millennials Redefining the Future of Work
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Senate GOP Releases Tax Plan, With Some Key Changes From House Version
Bringing AI to Practice Management
Firms seek to solve bottlenecks and streamline opportunities by leveraging the power of artificial intelligence.
Retirement Industry People Moves - 5/30/2025
IRI announces executive committee changes; Simpson Thacher adds a partner to its executive compensation team; Russell Investments announces new investment division appointments; and more.
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