Search results for: a
Study Finds Mismatch Among Employers and Workers Regarding Benefits
Both employers and employees agree that financial stress is the primary employee concern—but a Prudential Survey finds employers underestimate how much employees struggle living paycheck to paycheck.
Forfeiture Lawsuit Filed Against Cigna; Intuit Reaches Settlement
The Cigna Group is the latest company accused of mismanaging the forfeited funds in its 401(k) plan, and software company Intuit Inc. has reached a settlement after the...
Retirement Industry People Moves – 5/16/2025
TIAA promotes Hester to chief legal officer; Franklin Templeton appoints head of custom client solutions; Aon names a chief strategy officer; and more.
PLANADVISER’S 2025 Retirement Plan Adviser of the Year Winners
Winners were announced at the Industry Leader Awards dinner in New York along with recognition for top advisers and the launch of a new awards program to recognize...
ESOP Bills Introduced in Senate
The two bills, proposed by Senator Bill Cassidy, aim to strength employee stock ownership plans.
As Longevity Increases, Retirement Planning Struggles to Keep Up
Two studies highlight a mismatch between life expectancy and current retirement planning.
Product and Service Launches – 5/16/25
Lincoln Financial launches an accumulation-focused life insurance product; Vontobel enters active ETF market; Parnassus Investments launches an international equity fund; and more.
2025 PLANADVISER Emerging Leaders Nomination Period Is Open
We will recognize the next generation of leaders across the retirement plan advisory industry.
Announcing the PLANADVISER Excellence in Operations Award
We are looking for retirement plan advisory firm non-adviser leaders who “make practices run.”
2025 PLANADVISER Emerging Leaders
Recognizing the next generation of leaders in the retirement plan advisory industry.
Swiss Re 401(k) Participants Drop Allegations Against Empower
The former Swiss Re employees had accused Empower of charging excessive recordkeeping fees and using participant data to market its own Roth IRAs.
Empower 401(k)s Will Get Access to Private Investments
Through relationships with several private investment fund managers and custodians, the recordkeeper will bring private investments to managed accounts in defined contribution plans.
2025 Excellence In Operations
Recognizing the retirement plan advisory firm leaders that "make the practices run."
The 4-1-1(k): A SECURE 2.0 Provision’s “Grand” Impact on Emergency and Retirement Savings
How big of a difference can $1K make? For retirement plan engagement, the answer could depend on how well RPAs and recordkeepers understand and communicate the relationship between...
Sponsored by Commonwealth
On Demand Republican Tax Bill Expands 529s and HSAs, Limits Changes to Retirement
Although retirement policy is mostly untouched, the bill would repeal section 103(e) of the SECURE 2.0 Act of 2022, that would have created a modified Saver’s Credit.
Latest Equity Investment Values Hub International at $29 Billion
T. Rowe Price, Alpha Wave Global, and Temasek were among the investors in the insurance broker and financial services firm.
2025 Vision Award
There have been tremendous changes and advancements in the retirement plan industry in recent years, often inspired and driven by visionaries and leaders in the field. No single...
2026 HSA Limits Released
For 2026, the IRS defines an HDHP as a health plan with an annual deductible that is not less than $1,700 for self-only coverage or $3,400 for family...
In Letter, Lawmakers Ask SEC to Delist Chinese Stocks From US Exchanges
The May 2 letter to the SEC followed recent concerns expressed by lawmakers over U.S. investments in China, including two bills introduced this year.
Senate Bill Would Expand Retirement Plan Access to Younger Americans
Several organizations offered support for the legislation, including TIAA and the Insured Retirement Institute.