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The career EBSA official who had been appointed by Biden to principal deputy assistant secretary will be leaving January 20.

David Kaleda, an ERISA expert, reflects on the year that was for plan fiduciaries.

DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories.

Among S&P 500 firms, 77% still included at least one ESG metric in 2024.

PEPs see growing interest among 401(k) sponsors of various plan asset segments, according to Cerulli.

BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion of retirement savings.

The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers.

Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.

More sweeping provisions will become active in January.

Rebecca Hourihan recommends New Year’s resolutions for plan advisers.

New Year’s financial resolutions include building back up emergency savings tapped in 2024, according to Fidelity’s 16th New Year’s survey.

Non-retired women see the responsibility of securing a steady lifetime income being shouldered by individuals, not employers, according to a new survey by Corebridge.

According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from 4.0% in 2023.

Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well with Social Security for the majority of Americans.

The employee benefits provider’s annual outlook also anticipates active and passive investment ‘mirroring’ in plans to mitigate risk.

Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory team Frango Financial; and more.

Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, according to researchers from Escalent’s Cogent Syndicated. 

Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.

Experts at a WTW panel recommended employers remain adaptable to workplace demands.

Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors; Payroll Integrations automates SECURE 2.0 compliance; and more.