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Making Decisions About AI Adoption
Firms express cautious optimism about artificial intelligence tools in a recent survey.
Bringing AI to Practice Management
Firms seek to solve bottlenecks and streamline opportunities by leveraging the power of artificial intelligence.
Product and Service Launches – 5/30/25
PensionBee launches SEP IRAs designed for gig workers; Vanguard adds four equity index funds to its Investor Choice program; Valmark Financial Group and Lincoln Financial offer three additional...
DOL Announces Intentions to Craft New ESG Retirement Investing Rule
In April the department stated it was considering rescinding the 2022 ESG rule and asked the 5th Circuit to pause its consideration of an appeal of a lower...
EBSA Head Nomination Hearing Scheduled for June 5
The hearing, for Daniel Aronowitz as assistant secretary of labor for the Employee Benefits Security Administration, was scheduled by the Senate Committee on Health, Education, Labor and Pensions.
Moving Toward AI, Both Ethically and Responsibly
As AI is integrated into financial services, the industry must grapple with how to review and manage oversight.
Younger Americans Rewriting Rules of Retirement
Members of Generation Z and Millennials are saving and planning for retirement much earlier than previous generations, and they’re doing it with professional help.
Government Agencies Continue Push for Increased Health Care Pricing Transparency
The Departments of Labor, Health and Human Services and Treasury sought information and released updated guidance aimed at creating nationwide cost consistency for medical services and prescription drugs.
Most Americans Still Skip Basic Cyber Protections
According to a survey by digital security company Iris, 91% of Americans worry about AI threats to their personal data, Iris survey reveals
Pension risk: Strategies to help manage market volatility
In recent years, many defined benefit plan sponsors have maintained significant allocations to equity investments, experiencing asset growth. Now, as market volatility threatens funding ratio gains, it’s important...
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Register Now DOL Rescinds 2022 Cryptocurrency Guidance for 401(k) Plans
The 2022 compliance assistance bulletin told plan fiduciaries to exercise ‘extreme care’ before adding a cryptocurrency option to a 401(k) plan’s investment menu.
SPARK Institute and Korn Ferry to Study Retirement Industry Succession
The study will be led by Korn Ferry and feature executive surveys and in-depth interviews with senior leaders across the industry, including recordkeeping, investment management and financial advisory...
Most Workers 55 And Older Are Unprepared for Retirement
A new report from the Institutional Retirement Income Council proposed workplace-based programs to equip pre-retirees with tools for sustainable income planning.
Retirement Transitions: A Missed Opportunity for Many Employers
A Transamerica report reveals that most employers are rethinking benefits, but many still fall short in retirement education.
DOJ, FTC State Position in ESG-Related Coal Suit Against Largest Asset Managers
The DOJ has taken a side in a case accusing BlackRock, State Street and Vanguard of suppressing prices in the coal market.
House Bill Aims to Increase Oversight of Federal Retirement Thrift Investment Board
The legislation would establish an independent inspector general for the agency that administers the retirement plan for more than 7 million federal employees.
Data Breach at Alera Exposed Data of More Than 10,000 Individuals
An external breach, which occurred last summer, may have exposed retirement plan participants’ personal data, such as Social Security numbers and bank information.
Retirement Industry People Moves – 5/23/2025
TIAA expands its retirement product team; Mutual of America names a CFO; FINRA appoints a new public governor; and more.
Embracing AI to More Efficiently Process Retirement Plan Documents
Artificial intelligence seems to be everywhere, with seemingly endless applications. However, many in the retirement plan industry are still figuring out how to integrate it into their workflow.In...