Past the Bots: How to Implement AI for Efficiency
Now that generative artificial intelligence tools have been widely implemented in retirement planning, experts suggest advisers turn to embedded AI...
News
DOL Proposes Rule for PBMs to Disclose Fees to Fiduciaries
Fiduciaries overseeing self-insured employer health plans would receive these mandatory disclosures from pharmacy benefit managers.
DOL Backs Employers Again, Escalates Warning in Forfeiture Cases
The Department of Labor’s fourth amicus brief sided with employers, saying the decision on how to use retirement plan forfeitures...
Advisers Using AI, by the Numbers
While 87% of surveyed advisers said they planned to use artificial intelligence-powered tools in the following 12 months, accuracy remained...
Why Data Security Is a ‘Shared Responsibility’ for Advisers
Artificial intelligence raises the stakes in the ongoing responsibility to monitor data access and review third-party vendors.
Envestnet Names Jonathan Listra as Chief Growth Officer
The newly created role is intended to lead efforts to help advisers scale faster and operate more efficiently.
District Court Dismisses ERISA Complaint Against Bayada
The home health care company was accused of investment choices, recordkeeping costs and advisory fees that harmed employees’ retirement accounts.
Vanguard Lowers Expense Ratios on 52 Funds for Retirement Plans
The funds are part of a total of 84 share classes that received reductions.
Market-Based Cash Balance Plans to Receive New Accounting Treatment
Under a recommendation approved by FASB, benefits will be valued by setting the discount rate equal to the assumed interest...
Economic Unease Drains Retirement Savings
Gen Z workers were especially likely to dip into retirement savings, but three recently published studies revealed widespread lack of...
Retirement Industry Deals & People Moves – 1/30/2026
Pinnacle Associates appoints Amy Pastorino director of financial planning; Sowell Management promotes Daryl Seaton to CEO; and more.
Would Kevin Warsh Be an ‘Independent’ Fed Chair?
President Donald Trump’s nominee was ‘hawkish’ on inflation when he previously served as a Federal Reserve governor.
Guaranteed Income in Target-Date Portfolios Boosts Retirement Spending
Target-date portfolios with guaranteed income could effectively manage retirement risks, according to BlackRock and TIAA.
Retirement Income Strategies, by the Numbers
Nearly half of 2025 PLANSPONSOR Plan Participant Survey participants reported having less than $100,000 in total retirement savings.
LIMRA Predicts Continued Annuity Growth This Year
Data show 2025 was the fourth consecutive year of record sales.