Weekday news and analysis for retirement plan advisers
Wednesday, June 04, 2025
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U.S. Wealth Soars as Millionaires Multiply and Migration Trends Shift
The U.S. leads the world in private wealth growth and millionaires, according to Henley & Partners, while a growing share of affluent Americans are relocating to wealth centers across the country and pursuing second citizenships.
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CAPTRUST Names New Head of M&A
Mike Wunderli joins CAPTRUST from boutique investment bank Echelon Partners.
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
PensionBee Says Safe Harbor IRAs Are 'Cause for Concern'
Research from PensionBee founds more than 29 million “left-behind” 401(k)s currently exist in the U.S. retirement system, costing workers up to $90,000 per person in lost savings by retirement age.
WEBINAR: Retirement Plan Advisers of the Year in Conversation
Join us next week as 2025 Retirement Plan Adviser of the Year finalists and winners talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Register today!
Pension Risk Transfer Cost Drops in April
Average costs of a competitively bid pension risk transfer declined to 101.1% of a plan’s accounting liabilities in April from 102.5% in March, according to Milliman.
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