Product and Service Launches – 6/13/25
Transamerica, SWBC launch pooled plan exchange; Prospera Financial Services and Idea Decanter announce strategic partnership; Datalign introduces an AI-powered geographic...
News
What’s Next for Managed Accounts?
Technological evolutions could help the personalized options become more efficient—and more popular.
Amid Market Volatility, Insurers’ Focus Shifting to Annuities and Retirement Income
More than half (56%) of insurance carriers responding to a Goldman Sachs Asset Management survey indicated that they already offer...
EBRI Finds Increased Rate of Withdrawals From HSAs in 2023
Despite higher spending on health care, HSA account balances continued to increase over the course of the year.
Plan Sponsors Reevaluating DB Plan Terminations Amid Surplus Increases
A Mercer survey finds CFOs are looking at plan design changes or risk transfers, in lieu of walking away from...
Report Reveals Opportunities in CRM Adoption, Impact
Insightly’s 2025 report showed a gap between the potential of customer relationship management in the AI era and how teams...
Second Lawsuit Filed Against Cigna Over 401(k) Plan Forfeitures
A separate lawsuit also alleging misuse of plan forfeitures was filed against the health care company in May, as similar...
Survey Finds US Market Skepticism Among RIAs
An Interactive Brokers survey shows advisers are increasingly bearish on US markets and are turning to global investments.
Does the Emergency Savings Gap Undermine Retirement Security?
Workers with even modest emergency reserves are far more likely to preserve their retirement contributions—highlighting a simple, powerful way employers...
ERISA Advisory Council Releases QDIA Recommendations to DOL
The report was released after Democrats in Congress raised concerns about the council’s future, as it has not met since...
SEC’s Director of Investment Management to Step Down
Natasha Vij Greiner, who has led the division since March 2024, leaves after more than 23 years at the SEC.
Could Managed Accounts Replace TDFs as Plan QDIAs?
Despite target-date funds’ ubiquity, there are selected use cases for managed accounts as qualified default investment alternatives.
Court Narrows Scope of Liberty Mutual Case, But Allows Single Claim to Proceed
In Massachusetts, while a federal judge granted partial summary judgment in favor of Liberty Mutual, an alleged breach of the...
Ralph Haberli Appointed President of Edelman Financial Engines
In his role, Haberli will oversee the company’s workplace, employee planning and wealth-planning businesses.
Financial Advisers Respond to Caregiving’s Growing Financial Strain
With more than 53 million Americans providing unpaid care, the financial and emotional pressures of caregiving are intensifying.
Retirement Industry People Moves – 6/6/2025
Partners Group hires chief investment strategist for private wealth and retirement; Chris LeClair Returns to Securian Financial; Shari Hensrud will...
Product and Service Launches – 6/6/25
TIFIN integrates with HUB for participation engagement; Income Lab launches Social Security tool; Fidelity introduces Managed Futures ETF; and more.
Franklin Templeton to Acquire Private Credit Manager Apera
Apera will join Franklin Templeton’s other private credit subsidiaries, which include New York-based Benefit Street Partners and London-based Alcentra, which...
Predicting a ‘Busy, Active Time’ at the DOL and EBSA
Panelists at PLANSPONSOR National Conference discussed the latest updates on ESG investing, cryptocurrency and the status of including alternative assets...
Fidelity Sees Record High 401(k) Contribution Rates in Q1
Despite the increase to contributions, according to Fidelity, market volatility brought the average balance of 401(k), 403(b) and individual retirement...