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All 50 States Now on Board with NAIC Best Interest Annuity Rule
New Jersey becomes last state to adopt the NAIC standard for annuity sales applying to insurance agents and companies (but not to advisors working within ERISA-covered retirement plans)
Candidly, Fiducius Partner to Offer Student Debt Repayment Benefits
Candidly will add its student loan refinancing marketplace to the Fiducius platform
2026 401(k) Contribution Limit on Track for $1,000 Increase: Milliman
New forecast shows limit projected to rise from $23,500 this year to $24,500 next year; IRS to announce official 2026 limit later this year
Corporate Roundup: Schwab Invests in Wealth.com, Blue Ridge Associates Buys QRPS
The latest news from Schwab, Blue Ridge Associates, PlanPort, StrongPoint Advisors, and more
Support Employee Health and Wealth: Spending Account Benefits Guide
UMB Healthcare Services’ Brian Hutchin explains how employers can differentiate themselves with workplace benefits
Gomez Reveals Fiduciary Red Flags that Catch DOL’s Eye
Keynote session at Qualified Plan Fiduciary Summit also features Fred Reish warning about forfeiture lawsuits
401(k) Loan Size Ticks Up for 2024
Loan size grew among all age cohorts, and even among those nearing retirement, finds T. Rowe Price
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