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SECURE
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Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe
Plus, news from PensionBee, Hightower Advisors, Ascensus, Sharebuilder 401k, and more
IRS Updates Safe Harbor Explanations for Retirement Plan Administrators
Notice 2026-13 revises how plan administrators can inform participants about the tax implications of rollover distributions
DOL Releases 2026 Enforcement Projects
Today’s issuance comes just days after EBSA filed a proposed rule on alts in 401(k) plans
House Passes Rep. Allen’s Anti-ESG Retirement Investing Bill
The Protecting Prudent Investment of Retirement Savings Act would ensure retirement plan sponsors make investment decisions exclusively based on economic factors and financial returns
Three Shifts Defining the Retirement Advisor’s Role in 2026
Matt Escalante of Hub International writes about the leading trends defining the retirement plan industry in the year ahead
Talcott Introduces Fixed Annuities
The offerings focus on accumulation and guaranteed income
HELP Subcommittee Explores Annuity Usage in DC plans
The HELP Subcommitee held a hearing examining the impacts of lifetime income options in plans and if Congress should enact laws that would support the features
TIAA Pushes 6% Default Contribution Rate in New Retirement Security ‘Policy Roadmap’
While SECURE 2.0 allows for 3% to 10% default rates, new framework encourages plan sponsors and policymakers to make 6% the starting point
Plan Features to Prioritize Now for 2026
Bernstein Retirement’s Halley Love breaks down the top retirement plan opportunities employers should be thinking of before the new year
Seekr, Stephano Slack Partner on AI Agents to Slash 401(k) Audit Time 90%
Companies say AI agents developed through new collaboration reduce manual extraction work from 50 hours to 2 hours in most environments