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ERIC, Industry Groups Urge 9th Circuit to Uphold Dismissal of AT&T Forfeiture Case
The ERISA Industry Committee and others filed an amicus brief supporting the employer’s decision on how to use forfeitures.
Retirement Industry People Moves
Edward Jones hires Vanguard’s data chief; Aon appoints global chief commercial officer; and Sage Mountain names chief growth officer.
PLANSPONSOR Roadmap: Participant Personalization in Investment Menus
Speakers discussed which demographics might be best suited for solutions more personalized than the average target-date fund.
2 Partnerships Expand Plan Accessibility, Geographic Reach
Vestwell’s retirement platform will be available to advisers across M Financial’s member firm network, while Strongpoint and Bates & Co....
76M US Workers Lack Access to Workplace Retirement Plan, per EIG
Nearly one-fifth of this group is self-employed.
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Product & Service Launches
StoneTapert launches new benefits site; FINRA, NFA cross-link investor protection databases; and Airrosti expands MSK care platform.
Proposal Would Enable Workers in ‘Physically Demanding Jobs’ to Claim Social Security at 60
The bill comes as estimates say trust fund depletion under existing benefit and revenue provisions could come in 2032.













