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DOL Weighs Amicus Brief in Lockheed Martin PRT Case
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.
Nuts & Bolts: How Advisers Can Make the Most of NQDC Plans
Nonqualified deferred compensation plans have gained interest, with 59% of sponsors in an NFP survey saying they deliver greater impact than other executive benefits.
Vanguard Predicts AI-Centered Economy, Steady Inflation in 2026
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.
NEPC Names Successor CEO, CIO
Tim McCusker will take the reins from current CEO Michael Manning in January 2027.
Managed Accounts, TDFs or Both?
Participant engagement and fees are two major factors when considering qualified default investment alternatives.
How Advisers Can Help Clients Deal With Financial Stressors
Personalizing communication and reframing financial issues help advisers reach overwhelmed clients.
2025 Top Retirement Plan Adviser: Alvaro Galvis
Thoughts from Alvaro Galvis, with Merrill Lynch.
EBRI: DC Plan Loans Correspond to Health Care Spending
Health expenditures increased by at least 10% the same year in 51% of households in which a retirement plan participant took a plan loan.
Growing Interest in Annuities Matches Sales Records
LIMRA reported a new sales record of $120 billion in the year’s third quarter.
Wealthspire Names 9 Executives
Among the new appointments joining the previously announced CEO and president are Mike Goss and Brad Long of Fiducient Advisors.
Employers Rank Health Care Cost Control as No. 1 Priority
The new top goal bumps talent attraction and retention down to third in an annual Brown & Brown study.
J&J Employee Benefits Case Dismissed for Second Time
A federal judge ruled that allegations of Johnson & Johnson’s mismanagement of employee health plans’ prescription drug benefits remained too speculative.
Retirement Industry Deals and People Moves – 12/5/2025
DPL names chief distribution officer; Wealth Consulting Group names chief financial officer; Christopher Gandy elected president of NAIFA; and more.
Nuts & Bolts: Where Advisers Can Start With AI
Advisers can turn their reluctance to use artificial intelligence into self-assured exploration of time-saving tools.
Roth Rollovers Expansion Bill Reintroduced in Congress
The House and Senate bills would help workers consolidate retirement savings by allowing rollovers from Roth IRAs into employer-sponsored Roth accounts such as 401(k)s and 403(b)s.
Market-Based Cash Balance Plans Increasingly Seen as Lifetime Income Solution
October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees.
House Committee Advances Bipartisan ‘INVEST’ Act
The 64-page bill proposes a new certification exam for ‘accredited investors’ and would allow 403(b) plans to invest in the same products as 401(k) plans.
IRS, Treasury Explain How to Open ‘Trump Accounts’
These are the first official rules for a new kind of tax-advantaged savings account designed for minors born from 2025 through 2028.
ERISA Lawsuits Spark Partisan House Committee Debate
House Republicans’ remarks on ‘predatory’ prohibited transaction claims came shortly after SEC Chairman Paul Atkins pushed for deregulation at the New York Stock Exchange.
2025 Top Retirement Plan Adviser: Erik Daley
Thoughts from Erik Daley, with Multnomah Group.