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Athene Names CEO and Several Senior Promotions
Apollo’s retirement services arm named Grant Kvalheim CEO and elevated Mike Downing and Sean Brennan to co-presidents of Athene USA.
Adviser-Developed Participant Engagement Platform Goes Live
Retirement plan adviser Shane Hanson has opened his Viserly platform to all interested advisers.
Rising Costs Add Pressure as Fewer Consumers Meet Financial Goals
Only one-third of Americans saw the financial progress they expected, according to a new report, with many relying on debt to stay afloat.
Citing Strategic Shift, SEC Withdraws 14 Biden-Era Proposals
According to the notice, the proposals cover areas such as cybersecurity, ESG disclosures and shareholder rights.
Retirement Industry Deals and People Moves – 6/13/2025
ERISApedia to join AmericanTCS business; EPIC Insurance Brokers & Consultants expands law firm group; Wagner Law Group adds to LA office; and more.
Product and Service Launches – 6/13/25
Transamerica, SWBC launch pooled plan exchange; Prospera Financial Services and Idea Decanter announce strategic partnership; Datalign introduces an AI-powered geographic expansion engine for advisers; and more.
What’s Next for Managed Accounts?
Technological evolutions could help the personalized options become more efficient—and more popular.
Amid Market Volatility, Insurers’ Focus Shifting to Annuities and Retirement Income
More than half (56%) of insurance carriers responding to a Goldman Sachs Asset Management survey indicated that they already offer an in-plan annuity solution and another 33% reported...
EBRI Finds Increased Rate of Withdrawals From HSAs in 2023
Despite higher spending on health care, HSA account balances continued to increase over the course of the year.
Sponsored by MassMutual
How Advisers Can Help Plan Sponsors Navigate Demographic Shifts
Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life...
Plan Sponsors Reevaluating DB Plan Terminations Amid Surplus Increases
A Mercer survey finds CFOs are looking at plan design changes or risk transfers, in lieu of walking away from the plans entirely.
Report Reveals Opportunities in CRM Adoption, Impact
Insightly’s 2025 report showed a gap between the potential of customer relationship management in the AI era and how teams use the systems.
Second Lawsuit Filed Against Cigna Over 401(k) Plan Forfeitures
A separate lawsuit also alleging misuse of plan forfeitures was filed against the health care company in May, as similar cases continue across the country.
Survey Finds US Market Skepticism Among RIAs
An Interactive Brokers survey shows advisers are increasingly bearish on US markets and are turning to global investments.
Does the Emergency Savings Gap Undermine Retirement Security?
Workers with even modest emergency reserves are far more likely to preserve their retirement contributions—highlighting a simple, powerful way employers can help.
ERISA Advisory Council Releases QDIA Recommendations to DOL
The report was released after Democrats in Congress raised concerns about the council’s future, as it has not met since President Donald Trump’s inauguration.
SEC’s Director of Investment Management to Step Down
Natasha Vij Greiner, who has led the division since March 2024, leaves after more than 23 years at the SEC.
Could Managed Accounts Replace TDFs as Plan QDIAs?
Despite target-date funds’ ubiquity, there are selected use cases for managed accounts as qualified default investment alternatives.
Court Narrows Scope of Liberty Mutual Case, But Allows Single Claim to Proceed
In Massachusetts, while a federal judge granted partial summary judgment in favor of Liberty Mutual, an alleged breach of the duty of prudence was allowed to continue.
Ralph Haberli Appointed President of Edelman Financial Engines
In his role, Haberli will oversee the company’s workplace, employee planning and wealth-planning businesses.