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Senate GOP Releases Tax Plan, With Some Key Changes From House Version
The bill calls for raising the U.S. debt limit by $5 trillion, up from the House version increase of $4 trillion.
Investors Concerned About the Big, Beautiful Bill’s Section 899
Experts say the provision, which would raise taxes on the U.S. income of foreign businesses and individuals, is likely to hurt capital markets.
Gen Z, Millennials Redefining the Future of Work
A Deloitte survey explores what drives Generation Z and Millennial workers and what leaders must understand to build future-ready workplaces.
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.
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.
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.
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.