Tidbits PLANSPONSOR May – June 2025

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Benefits | October 14th, 2025

Vanguard: 42% of US Participants Are on Track to Maintain Lifestyle in Retirement

Broadening access to defined contribution plans could increase retirement readiness by 19 percentage points, according to the report.

Data and Research | July 17th, 2025

Managed Account Assets Reached $13.7T in 2024

Cerulli found that UMA and SMA programs are poised for robust growth, as the industry moves toward personalization and consolidation.

Products | March 21st, 2025

Product and Service Launches

October Three expands O3 PRIME retirement plan; JPMorgan U.S. Research Enhanced Large-Cap ETF launches; PensionBee adds Roth and contribution capabilities...