DOL Lays Out Regulatory Priorities
The Department of Labor’s agenda includes new proposals and suggests that both the ESG and fiduciary rules will be replaced.
Latest News
Goldman Sachs, T. Rowe Price to Bring New Retirement, Wealth Products to Market
The firms will offer new public-private investment products via TDFs, model portfolios and more.
Products |
Product & Service Launches
Pontera, Manulife John Hancock announce retirement platform collaboration; iJoin, Manifest partner on 401(k) consolidation; and True RX launches new mobile app.
PLANSPONSOR Roadmap: Elements of a Retirement Tier
Industry experts discussed how to better serve plan participants who are nearing or entering retirement.
Magistrate Judge Recommends Dismissal of AT&T PRT Suit
Plaintiffs have standing to sue but did not sufficiently allege a fiduciary breach, a Massachusetts magistrate found.
TDFs That Include Retirement Income Features Surpass $100B
Sway Research found assets in income-embedded TDFs were up 25% from the end of 2024.
Colgate-Palmolive Settles Longstanding Pension Calculation Complaint for $332M
The agreement with former employees arrived after nine years of litigation.
Public Pension Fund Returns Beat Their Benchmarks
The fiscal 2025 median return was 11.3%, well above most plans' 7% assumed rate of return, Callan reports.
Employer Groups Push Court to Toss PRT Case
The ERISA Industry Committee, American Benefits Council and others filed an amicus brief urging a district court to dismiss the complaint against Weyerhaeuser.
Appropriations Committee FY26 Bill Proposes Slimmer DOL, EBSA Budgets
The proposed cuts reflect President Donald Trump’s previous budget recommendations and executive order urging federal agencies to work with less.
Benefits |
What Happens When Default Rates Are High?
Researchers are considering what kinds of changes to savings and default rates are most effective in improving retirement outcomes.
Benefits |
How Close Are Sponsors to Using AI for Plan Personalization?
Employers are warming up to artificial intelligence in retirement planning, but its use remains in the early stages.
Benefits |
DC Plans Evolving as Retirement Income Programs
Strategies emerge to bridge the gap between savings and sustainable income.
Vanguard, Empower Settle for More Than $25M With SEC After Adviser Compensation Disclosure Failures
The commission accused the two companies of providing misleading statements and alleged they failed to disclose conflicts to retail and retirement plan investors.
Retirement Savings Proposal Could Provide Six-Figure Nest Eggs for Lowest Earners
The Retirement Savings for Americans Act could help some save $126,000 over a 40-year career, according to RAND.
Self-Directed Investing in 401(k) Account Balances Rose in Q2: Schwab
The average amount in these accounts increased 7.9% from Q1, and 8.1% compared to a year ago.
Retirement Industry People Moves
Bill Stout leads private market strategy at Vanguard and Transamerica hires Jason Frain as head of retirement solutions.
401(k) Savers See Strong Gains Despite Market Volatility: ICI, EBRI
Median balances saw a 25.9% annualized increase from 2019 through 2023.
Benefits |
Small Plans By the Numbers
A look at how 401(k) plans rank by participants, plans and assets to put the scope of the small plan universe in some perspective.
Products |
Product & Service Launches
Shelton Capital Management launches Equity Premium Income ETF; VanEck offers new actively managed ETFs; and Jackson launches new fixed income annuities.