Latest News

Talking with Thea Ammon of OneAZ Credit Union, a 2024 PLANSPONSOR of the Year finalist.

Nationwide adds new leaders to its emerging markets team; Group Plan Systems hires a TPA expert; SEI names a new executive vice president; and more. 

A Texas federal court judge sides with insurers, issues a preliminary injunction of the fiduciary rule.

Vanguard research ‘forcefully shows’ modern plan design features like automatic enrollment promote retirement savings participation across racial and ethnic backgrounds.  

Voters agree that federal funding for Social Security needs to be addressed, but it is unclear if politicians will listen and act, say experts at an NIRS webinar.

Milliman goes with Hueler’s annuity marketplace for participants; vWise offers AI-generated video creation for participants; Paychex PEP offering tops $1B in assets; and more.

According to a survey conducted by the Employee Benefits Research Institute, military households are more likely to have a higher level of financial assets and are less concerned...

The growth is the highest for the first six months of any year since LIMRA started tracking sales in the 1980s. 

Employers can limit their exposure with documented, prudent processes for selecting health plan providers and pharmacy benefit managers.  

According to the latest Pension Benefit Guaranty Corporation projection report, solvency is expected for both insurance funds.

The Texas court will re-hear the challenge to the 2022 Department of Labor rule on 401(k) plan investing, now without relying on Chevron deference.

The changes apply to annuities, Roth sources and spousal beneficiaries.

The system comes shortly after the DOL amended a rule to include Chapter 7 bankruptcies. 

Hawley to lead Nationwide Annuity; Rich takes over as CEO of Mutual of America; Holgate takes senior retirement team role at Transamerica; and more. 

State and local pension plan funded status rose 0.5% in Q2, per Wilshire.

Inherited retirement assets will be subject to different treatment depending on the recipient, starting in 2025.

IRI believes that standard data will increase the comparability and marketability of annuity products.

Workers nearing retirement and those already retired cited inflation as a primary reason why they are either delaying retirement or returning to the workforce. 

Talking with Karen Bartley of Ohio Gratings, a 2024 PLANSPONSOR of the Year.

TIAA launches AI platform to deliver lifetime income solutions and services; AllianceBernstein launches AB International Low Volatility Equity ETF; Pearl Diver Credit Co. Inc. launches initial public offering;...