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DOL to Stop Issuing, Accepting Paper Checks
Starting on September 30, the Department of Labor will transition to paperless checks, according to a notice published in the Federal Register.
Federal Judge Dismisses Home Depot’s ERISA Lawsuit
A district court judge in Georgia ruled that Home Depot’s use of forfeited funds aligned with the retirement plan’s terms.
Turning HSA Owners into Savvier Investors
Health savings account owners were 22% more likely to contribute if they received practical, encouraging messaging from benefits providers, according to a new study by WEX Inc.
Advisory M&A News – 8/26/25
Wealthspire Advisors acquires Marin Financial Advisors; EP Wealth acquires Better Money Decisions; E.A. Buck Financial Services acquires Achieve Retirement; and more.
HRAs Eyed as Option to Fund Public Sector Retirees’ Health Care
Used predominantly by private sector employers, health reimbursement arrangements could also help public sector retirees deal with unfunded health care costs, according to a new article by WTW.
Almost Half of DC Plan Participants Would Invest in Private Assets
A majority of respondents to Schroders’ 2025 U.S. Retirement Survey said that private assets could enhance portfolio diversification.
2025 Top Retirement Plan Adviser: Michael Beczkowski
Thoughts from Michael Beczkowski, with Bolton Investment.
Margaret Ryan to Join SEC as Director of Enforcement Division
She is currently a senior judge of the U.S. Armed Forces Court of Appeals; she will join the SEC September 2.
Retirement Industry Deals and People Moves – 8/22/2025
Cetera welcomes Michael Zawatsky and team from Oasis Asset Management Group; TaxStatus makes 3 board appointments; MetLife IM names Geert Henckens as global head of private fixed income;...
Most Common Financial Regret? Putting Off Retirement Savings
More than one-third of Baby Boomer and Generation X respondents said their biggest financial regret was waiting too long to start saving for retirement, according to Bankrate.
Corporate Pension Funding Increases in July
The funded status of the 100 largest corporate defined benefit pension plans rose by $4 billion in July, according to Milliman.
Half of Retirees ‘Terrified’ of Tariffs Draining Savings, per Nationwide
Nearly two-thirds of retirees surveyed said Social Security payments could never keep pace with inflation stemming from tariffs, according to Nationwide.
Will DOL Issue Safe Harbor Guidance for Alternative Investments?
The Department of Labor swiftly rescinded a 2021 letter questioning private investments in 401(k) plans, but DOL officials have not yet delivered regulatory guidance required by the SECURE...
Benefits Decisionmakers May Miss Employees’ Top Priorities
While most employers use employee surveys to help inform their selection of benefits, Hub International’s 2025 Workforce Vitality Gap Index found that surveys only tell part of the...
Maximizing HSAs’ Value
Getting the most out of an account seen by some as a spending vehicle and by others an investment vehicle.
Retirement Industry Deals and People Moves – 8/15/2025
T. Rowe Price adds three hires for insurance business; MissionSquare appoints new leads to East field sales team; Douglas Winthrop Advisors hires new senior managing director; and more.
SageView Advisory Group Acquires Cap Strat
The Illinois-based retirement plan consulting and wealth management firm was acquired by the California-based registered advisory firm.
What Can the SEC Do With AI?
The Securities and Exchange Commission’s AI task force could provide the agency a ‘technology augmentation,’ according to a former SEC counsel.
2025 Top Retirement Plan Adviser: Nick Jahn
Thoughts from Nick Jahn, with SageView Advisory Group.
Product & Service Launches 8/14/25
Goldman Sachs AM files for Stablecoin Reserve Fund; SS&C introduces Black Diamond Wealth Solutions; FlexPATH surpasses $100 billion in AUM; and more.