1+ day, 7+ hour ago  (599+ words) plansponsor The technical release addresses a question raised by businesses and benefits professionals ahead of the Department of the Treasury's planned July 4 rollout of the children's investment accounts. According to the guidance, Trump Accounts, also called 530 A accounts after the…...

1+ day, 6+ hour ago  (300+ words) Clearwater Analytics Holdings Inc. launched Fund Analytics, a private markets intelligence product built on an investment data foundation that powers institutional accounting and books of record across more than $10 trillion in global assets. The product is expected to structure and…...

1+ day, 9+ hour ago  (380+ words) The guidance also clarified that certain annuity buyouts do not trigger a reportable event. The Pension Benefit Guaranty Corporation issued its first opinion letter in more than two decades, using the newly revived guidance process to clarify how certain pension…...

2+ day, 17+ hour ago  (311+ words) The retirement industry veteran will work on original research, thought leadership and strategic growth for the registered investment advisory and wealth management firm. Open Arc Corporate Advisory LLC announced Monday that Kevin Crain joined the firm as a strategic consultant....

2+ day, 17+ hour ago  (281+ words) Michael Miller will lead the company's efforts to encourage defined contribution plans to consider adding private-market investments. Blackstone Private Wealth Solutions, the wealth management division of Blackstone Inc. , hired Michael Miller as a senior managing director and head of retirement…...

3+ day, 6+ hour ago  (267+ words) Defined contribution consultants predict developments in participant and sponsor education, fee transparency and product availability will increase the adoption of guaranteed income solutions among plan sponsors, according to PIMCO's 2026 DC Consulting Study. But looking ahead, consultants told PIMCO the following…...

3+ day, 13+ hour ago  (163+ words) Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. Q: Can you tell me which of the optional distribution provisions impacted or created by the SECURE 2. 0 Act allow for participant self-certification and which do not?...

3+ day, 14+ hour ago  (728+ words) Defined contribution plan participation increased to 86% last year from 65% a quarter century ago, according to the firm's latest "How America Saves' report. Retirement plan participants' saving behaviors remained strong in 2025, driven by widespread automatic enrollment, record default rates and higher…...

4+ day, 4+ hour ago  (530+ words) Report concludes the accounts' benefits are most significant in plans that have lower defaults, no escalation. Participants can benefit most from utilizing a managed account, when the plan in which they are enrolled does not offer automatic features other plan…...

4+ day, 10+ hour ago  (396+ words) The proposal would cut the agency funding by more than 5% as part of the administration's plan to shrink the size of the federal government." The House Committee on Appropriations approved legislation funding the Departments of Labor, Education, and Health and…...