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Economic Uncertainty Causes Financial Stress, Moves People To Take Action
Americans are determined to take control of their financial lives, yet most feel unprepared and only half trust themselves to get it right.
A Side Gig Retirement Plan
Two-thirds of retired Americans wish they had a side gig to support their ideal retirement lifestyle and 93% of those retired that have gig jobs, work because they...
Nasdaq-100 Underrepresented in 401(k) Plans
A survey by Shelton Capital Management showed that allocations to Nasdaq-100 Index mutual funds make up fewer than 1% of all 401(k) assets.
Retirement Confidence Remains High, As Does Interest in Income Options
EBRI's most recent Retirement Confidence Survey found that 67% of workers and 78% of retirees reported being confident that they could live comfortably throughout retirement.
Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income
A closer look at what has been limited, so far, annuity adoption by plan sponsors and participants.
Questions About Service Provider Selection Stem From Pentegra MEP Case
The jury's verdict and monetary award may serve as a warning for other situations in which plan sponsors and service providers may share ownership or leadership.
2025 RPAY – Brent Sheppard, Cadence Financial Management
Business at a Glance as of 12/31/24 Location: Lake Mary, Florida How many plan assets do you have under advisement? $403.7M What is your median plan size (in...
Concern About More Litigation Follows Supreme Court’s Cornell Decision
Industry experts responded to the recent Supreme Court ruling, which lowered the bar for plaintiffs alleging prohibited transactions, with concern that a new wave of ERISA lawsuits will...
What to Know About Pharmacy Benefit Managers
Experts speaking during a recent PLANSPONSOR Roadmap session discussed how pharmacy benefit managers drive the cost of prescription drugs and what to watch for in contracts.
Despite April Funding Downturn, Opportunities for Pension Derisking Remain
There is a “critical window of opportunity” for plans to strategically pursue a partial or full pension risk transfer, according to October Three Consulting.
American Worker Retirement Plan Act Reintroduced in House
The bill would offer federally run retirement savings plans to low- and middle-income workers who lack access to an employee-sponsored plan.
Amid Some Confusion, Social Security Begins Use of New Anti-Fraud Measures
Social Security will now conduct an anti-fraud check on all phone applications by analyzing “patterns and anomalies within a person’s account.”
Private Credit Matures Into Mainstream Asset Among RIAs
An AFA survey of professionals from U.S.-based RIA firms that research funds and/or select funds for client portfolios, found that half of firms are likely to increase their...
Investment Fees, Plan Governance Drive Fiduciary Liability Insurance Pricing
Having an investment adviser on retainer had a moderate impact on pricing, as about half of insurers reported that it was a significant influencer.
Consumers Worry That Income Isn’t Keeping Up With Inflation
While 39% of men believed their income had kept up with inflation in 2024, only 28% of women felt the same.
Hub Names EVP of US Employee Benefits and Retirement and Private Wealth
Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private wealth.
Health Plan Fiduciary Duties Related to Data and Documents
At a PLANSPONSOR webinar this week, experts discussed why data, and access to data, are important to the fiduciary process for a health care plan.
Understanding and Evaluating Retirement Income Solutions
With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to workers from a growing array of solutions.
Envestnet Announces Model Portfolios, Direct Indexing Offerings
The company intends both offerings, in partnerships with BlackRock and State Street Global Advisors, to help advisers expand offerings.
US Recession Talks Get Louder
A range of banks and broker/dealers have raised the specter of a U.S. recession as the April 9 tariff deadline approaches.