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A Fiduciary’s Guide to CITs: 4 Common Misconceptions
Lower costs and institutional access have driven the rise of collective investment trusts, but they come with unique complexities. Understanding common CIT misconceptions helps fiduciaries better evaluate fit, performance, and participant impact.
Lump Sum Longevity Falls as Lifetime Income Interest Rises
Of those with remaining lump sum money, half say they’re concerned over exhausting the savings, reports MetLife
Americans Without Access to Workplace Retirement Plan Probably Not Saving at All
New NIRS report finds many still lack access to employer-provided plans and tend not to save for retirement because of it
Women Struggle Saving for Retirement While Handling Finances
Employers can help by providing income-protection benefits, says new research from The Standard
Regrets, They Have a Few: Recent Retirees Wish They Did More to Save
Nationwide study shows only 40% of those who have retired in the last 5 years are on track with original budget and decumulation plan
EBSA Recuperates $1.4B to Employee Benefit Plans, Participants, and Beneficiaries
Most of the recuperations came from enforcement actions and informal complaint resolutions
The 401(k) ‘Race’ is a Marathon
Most can’t sprint their way to retirement, says Jack Towarnicky
IRAs, 401(k)s, Drive Growth in U.S. Retirement Assets
ICI data shows assets in government and private-sector DB plans also increased in Q3 2025
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