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IncomeConductor updates annuity planning with advanced modeling for advisers; American Life expands product availability to New Hampshire; AllianceBernstein launches AB US Equity ETF; and more.

He will serve as director of Prime Capital Retirement’s fiduciary and ERISA practice.

Mike Goss will serve as both chief revenue officer of Wealthspire and president of Wealthspire Institutional.

Spending for the average retiree gradually declines by more than 30% between ages 60 and 85, according to a new J.P. Morgan report.

The documents contain information on the permitted disparities in employer-provided contributions or benefits.

Osaic acquires $1.1B Veater Financial Group; Wealth Enhancement Group buys $476M hybrid RIA; Mercer Advisors expands in Idaho with McConnell Financial Advisors; and more.

The agency’s notice focused on issues concerning the provisions related to testimonials, endorsements and third-party ratings.

Among those surveyed by HarbourVest, 94% said they are confident private market investments could improve long-term participant outcomes.

The Retirement Clearinghouse has consolidated more than 525,000 accounts and transferred more than $20 billion in assets since 2009.

The proposed legislation mandates that employers with at least 10 employees, who do not currently offer a retirement plan, must automatically enroll their workers in individual retirement accounts.

Ryan will assume the newly created role on January 5.

One-quarter of defined contribution plan advisers are now likely to recommend alternative investments within defined contribution plan lineups, according to a report from Escalent.

While plan sponsors and payroll providers will likely take the first steps, recordkeepers face growing complexity as the new requirements unfold.

New requirements impact discontinued multiemployer pension plans, variable annuity formula plans, and PBGC-covered single-employer plans that have been terminated. 

LIMRA found that single-premium pension risk transfer buy-in sales more than tripled to $4.3 billion in the third quarter of 2025.

President Donald Trump specifically criticized Institutional Shareholder Services and Glass Lewis and directed the SEC and DOL to potentially revise regulations related to proxy advisers.

New tax benefits include the ability to use health savings account funds tax-free for periodic direct primary care fees.

Zocks appoints AI education leader; Callodine Group hires head of intermediary distribution; NFP promotes Caleb Noel to chief financial officer; and more. 

Lockheed Martin is likely to get the Department of Labor’s support in regards to the legality of a pension risk transfer challenged by retirees.