Benefits

As pooled plans become less niche, recordkeepers, advisers and TPAs have started working together more than ever before.

Illinois-based Prero & Morgenstern found value in a pooled employer plan that it never saw in the state-facilitated option.

Designed to help close the retirement plan coverage gap, the pooled options are drawing interest even from midsize and large employers.

‘Well-managed, daily-valued' plans will be immune from risks and volatility associated with traditional DB plans, October Three reported.

Per LIMRA, consumer demand, new product development and technological efficiency will keep annual sales greater than $450 billion. 

Mayor Cherelle Parker approved legislation that allows voters to decide whether to approve the Philly Saves program.

BlackRock, Charles Schwab, Russell Investments, and ICI pledge employer contributions before July pilot program begins.

The funded status for the largest 100 corporate defined benefit plans rose to 108.1% in December 2025, according to Milliman.

Most were low earners who collected their benefits to ‘pay the bills,’ according to a new study from the Boston College Center for Retirement Research.

Better participant engagement could unlock up to $405 billion in industry AUA by 2034, according to research from Accenture.

Other SECURE 2.0 provisions and pending legislation on 403(b) investments are also expected to shape sponsors’ compliance priorities.

Industry observers encourage employers to focus on information systems and communications as new Roth requirement for high earners rolls out.

Account balance information, security settings and privacy preferences take the top three spots, according to a new study from Corporate Insight.

Employer plans are ‘the more expensive way to comply with the law,’ however, according to public policy research.

‘The U.S. and Australia are slowly evolving toward each other,’ one industry expert says: One is ‘nudging participation,’ while the other is ‘debating flexibility.’

Only students studying for certain professional degrees will be eligible for higher loan limits, but industry actors caution that nurses may be left behind.

Protecting against scams is a ‘community sport,’ says Sastry Durvasula, TIAA’s chief operating, information and digital officer.

The company has consolidated more than 525,000 retirement savings accounts into existing 401(k) or IRA accounts since 2009.

‘Into each life some rain must fall,’ says Brian Donohue, a partner in October Three.

Single-premium sales more than tripled in the third quarter of the year.