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PEP Adoption Skyrockets Employer Satisfaction with Their Advisor, Retirement Plan
New report finds 40% increase in satisfaction with the retirement plan’s advisor after joining a Pooled Employer Plan
‘Viserly’ Debuts as First Fully Automated, Scalable Participant Engagement Platform
Freedom Fiduciaries’ Shane Hanson launches new company and software for retirement plan industry powered by payroll data intended to transform participant relationships
Financial Finesse Designates President
Todd Lacey will serve his role as the industry sees rising demand for financial wellness solutions
Lisa Gomez, Jonathan Thomas Among Headliners at Next Week’s QPFS Event
Prime Capital’s Qualified Plan Fiduciary Summit focused on strategies for making retirement programs better also features panel session stacked with competitors
Controversial Retirement Bill Reaches Congress Again
While supporters believe the RSAA could provide retirement savings for uncovered workers, opponents worry over its potential impact to the private 401(k) market, worker's savings, and Social Security insolvency
Financial Wellness Benefits Market Projected to Reach $1.21B by 2029
New report pegs compound annual growth rate of nearly 13% in “rapidly evolving” market
Fidelity Rolls Out New Crypto IRA
“Fidelity Crypto for IRAs” allows clients to invest in top cryptocurrencies in a tax-advantaged manner via a Roth, traditional or rollover individual retirement account
BlackRock’s Fink: Democratize Investing by Expanding Access to Private Markets
Annual letter to shareholders says modernizing retirement strategies to open up private market investing the key to helping more Americans improve retirement security
LPL Financial Buys Commonwealth in $2.7B Deal
Commonwealth's conversion to the LPL platform is expected to be completed in mid-2026
IRA Use Up 10% in Past Decade: Study
New ICI research shows 90% of IRA-owning households also had employer-sponsored retirement plans or pensions