
LATEST NEWS


Bringing AI to Practice Management

Product and Service Launches – 5/30/25
PensionBee launches SEP IRAs designed for gig workers; Vanguard adds four equity index funds to its Investor Choice program; Valmark Financial Group and Lincoln Financial offer three additional ETF portfolio solutions; and more.

DOL Announces Intentions to Craft New ESG Retirement Investing Rule
In April the department stated it was considering rescinding the 2022 ESG rule and asked the 5th Circuit to pause its consideration of an appeal of a lower court’s dismissal of a lawsuit challenging that rule.
INSIDE THE MAGAZINE PLANADVISER Winter 2023
MORE NEWS

EBSA Head Nomination Hearing Scheduled for June 5
The hearing, for Daniel Aronowitz as assistant secretary of labor for the Employee Benefits Security Administration, was scheduled by the Senate Committee on Health, Education, Labor and Pensions.

Moving Toward AI, Both Ethically and Responsibly

Younger Americans Rewriting Rules of Retirement
Members of Generation Z and Millennials are saving and planning for retirement much earlier than previous generations, and they’re doing it with professional help.

Government Agencies Continue Push for Increased Health Care Pricing Transparency
The Departments of Labor, Health and Human Services and Treasury sought information and released updated guidance aimed at creating nationwide cost consistency for medical services and prescription drugs.

Most Americans Still Skip Basic Cyber Protections
According to a survey by digital security company Iris, 91% of Americans worry about AI threats to their personal data, Iris survey reveals

DOL Rescinds 2022 Cryptocurrency Guidance for 401(k) Plans
The 2022 compliance assistance bulletin told plan fiduciaries to exercise ‘extreme care’ before adding a cryptocurrency option to a 401(k) plan’s investment menu.

SPARK Institute and Korn Ferry to Study Retirement Industry Succession
The study will be led by Korn Ferry and feature executive surveys and in-depth interviews with senior leaders across the industry, including recordkeeping, investment management and financial advisory services.

Most Workers 55 And Older Are Unprepared for Retirement
A new report from the Institutional Retirement Income Council proposed workplace-based programs to equip pre-retirees with tools for sustainable income planning.

Retirement Transitions: A Missed Opportunity for Many Employers
A Transamerica report reveals that most employers are rethinking benefits, but many still fall short in retirement education.

DOJ, FTC State Position in ESG-Related Coal Suit Against Largest Asset Managers

House Bill Aims to Increase Oversight of Federal Retirement Thrift Investment Board
The legislation would establish an independent inspector general for the agency that administers the retirement plan for more than 7 million federal employees.