Weekday news and analysis for retirement plan advisers

Thursday, June 26, 2025 Exclusives | Awards | Research | Events

Data & Research PensionBee Analysis Says Looming Social Security Cuts Could Cost Americans $138,000 Each The analysis finds that a 23% cut would require $138,000 in added savings to replace the lost income; a 19% benefit cut would require an individual retirement beneficiary to save an extra $114,000. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Private Equity Sponsors ‘Cautious’ Amid Market Uncertainty A Churchill Asset Management survey found PE firms remain cautiously optimistic about the outlook for dealmaking, exits and returns.

Today’s Most Read 1. Ascensus to Acquire AmericanTCS 2. PLANADVISER 2026 Retirement Plan Adviser of the Year Winners 3. Steve Scanlon, Bryan Pinsky to Lead Retirement Divisions Following Equitable-Corebridge Merger

Despite Fintech Advances, Users Remain Reluctant to Try New Products A Nationwide survey also found that annuity sellers want a simplified suitability process and better digital tools for accepting and managing applications.

Senator Warren Wants Information About Empower’s Push Into Private Equity for 401(k) Plans Democratic Senator Elizabeth Warren wrote to the company’s CEO, Edmund Murphy III, outlining concerns about the asset class and demanding details of the firm’s plans.

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