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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.
Financial Advisers Respond to Caregiving’s Growing Financial Strain
With more than 53 million Americans providing unpaid care, the financial and emotional pressures of caregiving are intensifying.
Product and Service Launches – 6/6/25
TIFIN integrates with HUB for participation engagement; Income Lab launches Social Security tool; Fidelity introduces Managed Futures ETF; and more.
Predicting a ‘Busy, Active Time’ at the DOL and EBSA
Panelists at PLANSPONSOR National Conference discussed the latest updates on ESG investing, cryptocurrency and the status of including alternative assets in defined contribution plans.
EBSA Nominee Says He Will End ‘Regulation by Litigation’
Daniel Aronowitz pledged Thursday to reduce litigation and expand retirement benefits and also to end a “war on ESOPs.”
What is the State of the Retirement Plan Industry?
At the annual PLANSPONSOR National Conference, speakers from leading industry groups agreed that the state of the industry is strong but, along opportunities for innovation and improvement, there...
Electronic Disclosure Bill Introduced in Senate
The House version of the bill, prioritizing electronic delivery of SEC-required disclosures, has already cleared committee.
U.S. Wealth Soars as Millionaires Multiply and Migration Trends Shift
The U.S. leads the world in private wealth growth and millionaires, according to Henley & Partners, while a growing share of affluent Americans are relocating to wealth centers...
CAPTRUST Names New Head of M&A
Mike Wunderli joins CAPTRUST from boutique investment bank Echelon Partners.
Bringing Advice to the Masses
When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.
Survey Explores Unrealized Tax Credits
A report from the New Practice Labs suggests how more low-income households can realize available tax credits.
DOL Introduces Multi-Agency Opinion Letter Program
The initiative aims to improve compliance assistance by providing more accessible guidance about federal labor laws across five agencies, including the Employee Benefits Security Administration.
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.
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...