Latest News

Morningstar interpreted its data as showing they are not doing it for fear of running out of money.

Experts at two Securities and Exchange Commission roundtable conversations warned that clearer disclosures on valuation, liquidity and fees are critical to offering private assets.

From a gated fund to increased redemption requests, experts say the investment class is facing its first major test.

The Hoosier state is the first in the U.S. to require digital assets be an investment option in public defined contribution plans via a brokerage window. 

New data show participants turning to defined contribution plans when in need of money for unexpected expenses.

Ruling allows the proposed class action alleging imprudent investment choices in the $1.2 billion employee retirement plan to proceed. 

Scripta hires 2 to lead sales; Nationwide promotes Ed Malone to associate VP; and Jason Levy promoted to head retirement policy at Great Gray.

Draft regulations outline how parents and guardians can open tax-advantaged investment accounts for children and access a government-funded pilot contribution program.

Alight and VB Scout expand claims integration for voluntary benefits; Bankers Life introduces enhanced death benefit rider; and more.

The awards honor public pension fund staff members who excelled in 2025.

Holistic weight management programs and direct-to-employer pricing models can mitigate plan sponsors’ spending on weight management medication.

The plaintiff claims the real estate giant ignored climate-related financial threats and kept an underperforming fund in its retirement plan.

New data demonstrate the issue’s considerable reach and impact on finances.

A preview of the company’s 2026 ‘How America Saves’ report revealed the average participant account balance increased by 13% from the end of 2024.

401(k) balances increased by more than 11% and 403(b) balances rose 13%, according to Fidelity, the third consecutive year topping 10%.

An EBRI survey found 61% of owners viewed health savings accounts as 'savings accounts.'

While 63% of women surveyed reported feeling financially secure, fewer than half reported being confident about their financial plans for retirement—down from the 2023 edition of Allianz's research.

As lawsuits mount and regulations evolve, experts urge plan sponsors to focus less on predicting markets and more on documenting disciplined decisionmaking.

BlackRock and State Street were also accused of similar actions and have not settled to date.

Network Navigator is intended to help employers analyze providers’ price transparency data.