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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.
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
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...
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.
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...
What to Know About GOP’s Proposed ‘Trump Accounts’
Included in House Republicans’ policy package are investment accounts promoting financial security for American children.
Economic Anxiety Deepens as Financial Goals Slip Out of Reach
The pressure of economic uncertainty is reshaping aspirations across generations, according to recent polling.
Positive Returns Drive Rising Demand for Real Assets
A Bank of America report highlights why real assets are gaining ground in diversified, long-term portfolios.
Concerned About Economic Conditions, Workers Decrease Savings
U.S. workers are reducing 401(k) and other savings amid concerns about inflation and heightened financial stress, according to several research reports.
Proposals Suggest Redirecting DB Plan Surpluses to Boost Benefits, Raise Revenue
Two proposals from the American Benefits Council suggest ways to redirect some $100 billion in surplus funds from pension funds without terminating retirement plans.
Bill Allowing CITs in 403(b) Plans Advances in House
Whether non-ERISA 403(b) plans should have access to invest in collective investment trusts was a point of contention during the House Finance Committee meeting.
Lawsuit Filed Against UnitedHealth Alleging Misuse of Forfeited 401(k) Plan Assets
The plaintiffs include four current and former employees who intend to represent more than 250,000 plan participants.
Small Business Owners Show Resilience on Main Street
U.S. small business owners report they are staying the course to endure inflation and labor pressures.
ESOP Bills Introduced in Senate
The two bills, proposed by Senator Bill Cassidy, aim to strength employee stock ownership plans.
As Longevity Increases, Retirement Planning Struggles to Keep Up
Two studies highlight a mismatch between life expectancy and current retirement planning.
Product and Service Launches – 5/16/25
Lincoln Financial launches an accumulation-focused life insurance product; Vontobel enters active ETF market; Parnassus Investments launches an international equity fund; and more.
Swiss Re 401(k) Participants Drop Allegations Against Empower
The former Swiss Re employees had accused Empower of charging excessive recordkeeping fees and using participant data to market its own Roth IRAs.
Empower 401(k)s Will Get Access to Private Investments
Through relationships with several private investment fund managers and custodians, the recordkeeper will bring private investments to managed accounts in defined contribution plans.
Republican Tax Bill Expands 529s and HSAs, Limits Changes to Retirement
Although retirement policy is mostly untouched, the bill would repeal section 103(e) of the SECURE 2.0 Act of 2022, that would have created a modified Saver’s Credit.