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Hub Projects Compliance, Due Diligence, Well-Being Will Be Essential to Plan Success in 2025
The employee benefits provider’s annual outlook also anticipates active and passive investment ‘mirroring’ in plans to mitigate risk.
Advisory M&A News – 12/9/24
Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory team Frango Financial; and more.
DC Advisers Interested in Retirement Income Solutions, but Still Hesitant
Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, according to researchers from Escalent’s Cogent Syndicated.
Trump Taps Fiserv CEO Frank Bisignano for Social Security Administration Commissioner
Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.
How to Assess Workforce Priorities Amid Regulatory and Economic Shifts
Experts at a WTW panel recommended employers remain adaptable to workplace demands.
Product and Service Launches – 12/5/24
Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors; Payroll Integrations automates SECURE 2.0 compliance; and more.
Empower to Offer Income Products From Allianz, Putnam and TIAA
The country’s second-largest recordkeeper adds more annuity retirement income products, including its first on-platform fixed-index annuity.
Retail Investing AUM Will Likely Slow in Next 5 Years, But Sales Will Rebound
A forecast from ISS Market Intelligence shows overall retail investment assets down in the next five years, but with product shifts helping to combat years of fee compression.
Veteran Plan Advisers Advocate for DB Expertise
Jim Robison and Tommy Ford, both members of the Retirement Advisor Council, explain why defined contribution plan advisers should include defined benefit advisement in their practice.
DPL, Offering Commission-Free Annuities, Gets $23M in Funding
The investors include the venture arm of annuity seller and recordkeeper TIAA.
Trump Picks SEC Alum to Chair Regulator
Paul Atkins, a digital assets advocate, has been designated the nominee to replace the outgoing Gary Gensler.
1 Year in, Portability Services Network Covers 15,000 Retirement Plans
According to the network started by Retirement Clearinghouse to transfer ‘stranded’ workplace balances, it has more than 7,800 transactions in process.
Financial Insecurity Weighs Heavily on Gen X
Struggling to balance debt, retirement savings and family responsibilities, members of Generation X face myriad financial challenges.
Kevin Hassett Announced as Trump’s Pick to Head National Economic Council
Hassett is known in the retirement industry for a paper he co-authored that expressed support for creating something similar to the federal Thrift Savings Plan for private sector...
Explore new research on DC plans and where they’re heading
Most of us can agree: retirement looks nothing like it did a generation ago. Americans are living longer, more active lives in retirement. In many cases they have...
Sponsored by TIAA
On Demand Economic and Market Outlooks for the Year Ahead
Next year’s outlook emphasizes growth from easing policies, AI and infrastructure.
401(k)s and the Courts in 2025
Plan forfeiture court decisions, Loper Bright’s use and potential DOL guidance shifts are all on the table, according to ERISA experts.
MEPs and PEPs in the Pooled Marketplace
Although pooled employer plans get most of the headlines, multiple employer plans continue to play an important role in the market.
Survey Finds More Parents Willing to Chat With Kids About Finances
More Americans say they want to have ‘money talks’ with their families, according to a Fidelity report.
Deadline Nears for Plan Sponsors to Sign Attestations for Access to Health Plan Data
Employers are responsible for signing attestations to confirm that their health care service providers are not restricting access to plan claim data of participants.