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Emergency Savings Linked to Less 401(k) Loan Use, Stronger Retirement Outcomes
According to a February survey, the usage of 401(k) plan loans has continued to increase.
ETFs See Lowest Inflows in a Year
State Street said that the inflows were so much below recent averages that the company's full-year forecast for ETF assets is in jeopardy.
Judge Finds in Favor of Knight-Swift in 401(k) Forfeiture Case
The district court determined that the plaintiffs failed to state a viable ERISA claim, the latest action in a flurry of cases concerning the alleged mismanagement of forfeited...
AI and the Future of Participant Services
Use cases for both generative and agentic artificial intelligence continue to expand, especially in areas like participant education and personalized experiences.
Regulators Urged to Take Risk-Based Approach Toward AI
A recent SEC-hosted roundtable addressing artificial intelligence highlighted the risks and rewards of its usage in financial services.
GOP House Bills Target DOL Audit Process
The legislation would require the Department of Labor to submit annual reports on the status of its investigations, including those active for more than 36 months.
Empower Launches Zero Fee Index Fund For Retirement Plans
The company says the fund will offer retirement plan participants higher growth potential by removing management fees.
Economic Uncertainty Causes Financial Stress, Moves People To Take Action
Americans are determined to take control of their financial lives, yet most feel unprepared and only half trust themselves to get it right.
A Side Gig Retirement Plan
Two-thirds of retired Americans wish they had a side gig to support their ideal retirement lifestyle, and 93% of those retired that have gig jobs, work because they...
Nasdaq-100 Underrepresented in 401(k) Plans
A survey by Shelton Capital Management showed that allocations to Nasdaq-100 Index mutual funds make up fewer than 1% of all 401(k) assets.
Retirement Confidence Remains High, As Does Interest in Income Options
EBRI's most recent Retirement Confidence Survey found that 67% of workers and 78% of retirees reported being confident that they could live comfortably throughout retirement.
Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income
A closer look at what has been limited, so far, annuity adoption by plan sponsors and participants.
Questions About Service Provider Selection Stem From Pentegra MEP Case
The jury's verdict and monetary award may serve as a warning for other situations in which plan sponsors and service providers may share ownership or leadership.
2025 RPAY – Brent Sheppard, Cadence Financial Management
Business at a Glance as of 12/31/24 Location: Lake Mary, Florida How many plan assets do you have under advisement? $403.7M What is your median plan size (in...
Concern About More Litigation Follows Supreme Court’s Cornell Decision
Industry experts responded to the recent Supreme Court ruling, which lowered the bar for plaintiffs alleging prohibited transactions, with concern that a new wave of ERISA lawsuits will...
What to Know About Pharmacy Benefit Managers
Experts speaking during a recent PLANSPONSOR Roadmap session discussed how pharmacy benefit managers drive the cost of prescription drugs and what to watch for in contracts.
Despite April Funding Downturn, Opportunities for Pension Derisking Remain
There is a “critical window of opportunity” for plans to strategically pursue a partial or full pension risk transfer, according to October Three Consulting.
American Worker Retirement Plan Act Reintroduced in House
The bill would offer federally run retirement savings plans to low- and middle-income workers who lack access to an employee-sponsored plan.
Amid Some Confusion, Social Security Begins Use of New Anti-Fraud Measures
Social Security will now conduct an anti-fraud check on all phone applications by analyzing “patterns and anomalies within a person’s account.”
Private Credit Matures Into Mainstream Asset Among RIAs
An AFA survey of professionals from U.S.-based RIA firms that research funds and/or select funds for client portfolios, found that half of firms are likely to increase their...