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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.

Nonqualified deferred compensation plans have gained interest, with 59% of sponsors in an NFP survey saying they deliver greater impact than other executive benefits.

The US is positioned for a modest 2.25% acceleration in economic growth and 2.6% core inflation, according to Vanguard’s 2026 economic outlook.

The Senate will next vote on the INVEST Act, which includes new safeguards for senior investors and a broadening of the definition of accredited investor.

Team-based wealth management practices also reported more succession planning than solo practices, according to a Cerulli report.

The Senate HELP Committee also looked at proposals over ESG-oriented investing and early career savings.

The fintech company argues that the nation’s largest recordkeeper is overreaching by restricting third-party access to accounts.

CAIS Advisors announces sports, media and entertainment fund; Magnifact introduces real-time annuity tracking at Revol One; Cohen & Steers launches 2 new ETFs; and more.

Tim McCusker will take the reins from current CEO Michael Manning in January 2027.

Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina firm joins Osaic; and more.

Participant engagement and fees are two major factors when considering qualified default investment alternatives.

Personalizing communication and reframing financial issues help advisers reach overwhelmed clients.

Thoughts from Alvaro Galvis, with Merrill Lynch.

Health expenditures increased by at least 10% the same year in 51% of households in which a retirement plan participant took a plan loan.

LIMRA reported a new sales record of $120 billion in the year’s third quarter.

Among the new appointments joining the previously announced CEO and president are Mike Goss and Brad Long of Fiducient Advisors.