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Pontera, Fidelity Fight Over Third-Party Access to Plan Data
The fintech company argues that the nation’s largest recordkeeper is overreaching by restricting third-party access to accounts.
2025 Top Retirement Plan Adviser: Alvaro Galvis
Thoughts from Alvaro Galvis, with Merrill Lynch.
CITs Are ‘Ideal’ for Access to Private Markets, per Cerulli
Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of sub-asset classes within collective investment trusts.
The Age of Adviser Authenticity Is Here
Personal branding that incorporates unique characteristics and beliefs is key to reaching and retaining clients, according to consultant Sheri Fitts.
Employees Trust Advisers More When Provided by Employers
According to an NFP report, employees ‘don’t want to be pitched’ and want ‘relatable’ advice.
Plaintiffs in Intel ERISA Case Appeal to Supreme Court
The Supreme Court will take up the case's main outcome, after already ruling on a separate part of the case in 2020.
Product & Service Launches – 10/16/2025
CAIS, LODAS Markets launch secondary marketplace for private funds; RightCapital releases product to streamline transition of money to its platform; Advyzon adds wealthtech offering; and more.
Democrats Introduce Bills Waiving TSP Withdrawal Penalties During Shutdown
The bills, which lack Republican support, also aim to ensure that federal employees have access to TSP loans during government shutdowns.
Advisers ‘Playing ‘Quarterback’ as IRS Changes Roth Rules
Defined contribution plan advisers and sponsors need effective teamwork as the Roth compliance deadline grows closer.
Abandoned 401(k) Accounts Double in Past Decade
‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.
DOL Relies on ‘Contingency Plan’ During US Government Shutdown
During the shutdown, more than 75% of the Department of Labor’s staff are furloughed, but critical requirements like Form 5500 filings are remaining in effect with unchanged deadlines.
2025 Top Retirement Plan Adviser: Sean Bjork
Thoughts from Sean Bjork, with Bjork Asset Management.
2025 Top Retirement Plan Adviser: Manny Alonso
Thoughts from Manny Alonso, with Raymond James.
Why Private Markets Are Essential for Long-Term Investors
Two thought leaders from Ares Management, including a former director of the PBGC, explain why exposure to private markets can improve outcomes.
Breaking Down Misconceptions About Private Markets in DC Plans
A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of private markets in defined contribution plans.
Job Turnovers Not Driven by Generational Differences
Millennials and Generation Z stay at their jobs at about the same amount of time that previous generations did at their age, according to the National Institute on...
Product & Service Launches — 9/11/25
iCapital and Tangible Markets partner on liquidity solutions for alternative investment funds; Betterment and Vanilla offer estate planning technology available to advisers; Lincoln Financial and Bain Capital launch...
2025 Top Retirement Plan Adviser: Jessica Ballin
Thoughts from Jessica Ballin, with 401k Plan Professionals.
Broadridge Acquires Retirement Plan Technology Provider iJoin
There are ‘strong synergies’ between iJoin's data services and Broadridge's retirement plan servicing capabilities, according to the announcement.
Why Flexible Working Arrangements Have Staying Power
A recent study found that corporate plan sponsors' top reasons for offering flexibility were work-life balance, talent attraction and retention.