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Empower Promotes Joe Smolen to President of Workplace Solutions
He has spent more than 26 years with the organization in a variety of leadership roles.
Younger Generations Name Emergency Savings No. 1 Worry
Research from CAPTRUST suggests that plan sponsors can leverage advisers to improve outcomes for their employees.
Crypto Continues Growth Among Advisers
A recent survey shows 32% of advisers made cryptocurrency allocations in 2025, an uptick from recent years.
Supreme Court Hears Arguments to Determine How Multiemployer Plans Assess Withdrawal Liability
As employers push for a hard year-end cutoff in withdrawal liability calculations, court justices questioned why actuarial assumptions should be treated as fixed facts.
CFP Board Names New CEO
The CFP Board promoted K. Dane Snowden, who joined the organization in 2023.
Prudential Rolls Out AI, Data-Based Enhancements for Adviser Program
Prudential Advisors intends the updates, including some related to artificial intelligence, to improve processes across the full lead life cycle.
Another Court Sides With Employer in Forfeiture Case
A federal judge dismissed a complaint against Amazon and stated it properly used forfeited funds.
OneDigital Adds Alts to Personalized Portfolios for DC Plans
Private investments have been introduced into OneDigital’s Personalized Portfolio program for 401(k) plan sponsors.
Russell Investments, ICI Join BlackRock, Charles Schwab Among Those Announcing Trump Account Contribution Plans
Several notable corporations have announced their expected match contributions ahead of the pilot program’s July launch.
Sponsored by Nationwide Retirement Solutions
Preparing Americans for a Dignified Retirement
The new president of Nationwide Retirement Solutions discusses his strategic vision and the role of advisers.
Sponsored by Nationwide Retirement Solutions
Retirement Industry Deals and People Moves – 1/16/2026
Vontobel strengthens US consultant relations; Ascensus names new ABLE head; Marsh McLennan hires Bill Thompson for new leadership role; and more.
Supreme Court to Review Intel 401(k) Case
The case could reshape how easily workers can sue employers under ERISA.
In-Plan Roth Conversions Come to Thrift Savings Plans in Late January
Up to 26 conversions will be allowed per calendar year.
The Evolution of Quarterly Investment Committee Meetings
The objective of these regular meetings has changed, and advisers are adapting.
Higher Discount Rates, Reduced Liabilities Improve December Pension Funding
2025 ended on a high note after market volatility shook defined benefit plan finances during the first quarter.
Bill to Restrict ESG Investment in 401(k) Accounts Passes House
The House of Representative’s bill aims to make it harder for fiduciaries to consider environmental, social and governance factors when making investment decisions.
BlackRock: Millennial Advisers Lead Industry Shift Toward High-Net-Worth Clients
Model portfolios have become essential, customizable tools for high-net-worth clients, and Millennial advisers are leading the trend.
Product & Service Launches – 1/15/2026
Osaic partners with ActiFi, Greene Consulting to expand adviser education; CeriFi, Wake Forest University launch small business wealth adviser program; Venn by Two Sigma to be sold to Insight Partners;...
ESOPs Are No Longer Enforcement Priority for DOL
Daniel Aronowitz, the head of EBSA, had previously pledged to ‘end the war’ on employee stock ownership plans.
Early Adopters of Managed Accounts Could See Larger Gains
Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, according to Morningstar.