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What advisors think about pooled employer plans, alternative investments

4 hours ago
Image shows a dream sequence with planning information
Pooled employer plans represent an opportunity in the defined contribution plan space, although few DC plan advisors are familiar with them. Read more
More Top Stories
TOP NEWS
  • Why seniors fear spending their own retirement wealth

  • HAFA takes legal action against New York state

  • $150M+ asset sale payout distributed to Greg Lindberg policyholders

  • Economic pressures make boomerang living the new normal

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In this issue...

  • Guiding women through the Great Wealth Transfer
  • Bringing meaning to life — With Salene Hitchcock-Gear
  • A heart for finance — with Lizbeth Menjivar
  • Making women’s health a higher priority
  • The weakest link: Lifetime earnings assumptions
  • What to do when term life runs out
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SPECIAL FEATURE

The fiduciary standard for life insurance is here

Elevated standards of care in our industry are here to stay. Read More

MORE FEATURES

From The Field

The Medicare rules agents would repeal tomorrow

Medicare’s regulatory framework was built for a version of retirement that no longer exists.

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    GenAI: Moving to the forefront of claims management

    Generative AI has moved well beyond the margins of claims management and is now woven into everyday workflows.

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      Generational expectations: A challenge for the industry

      Business as usual is no longer sufficient.

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      More From The Field

ADVISOR NEWS

AI, stablecoins and private market expansion may reshape financial services by 2030

These shifts are expected to unlock new revenue pools, reshape operating models, and expand access to financial products.

  • Cheers to summer, and planning for what comes next
  • The McEwen Group Merges with Prairie Wealth Advisors to Form Billion Dollar RIA
  • Guaranteed income streams help preserve assets later in retirement
  • Pay or Die: The scare tactics behind LA County’s Measure ER tax increase
  • How to listen to what your client isn’t saying
More ADVISOR NEWS

NEWSWIRES

Severe weather and car insurance claims: What causes the most damage and what to do about it

Severe weather and car insurance claims: What causes the most damage and what to do about it. When storms strike, car damage from hail, wind, flood or falling debris can be costly. *Since insurers place binding restrictions on policy changes once a storm is named, add comprehensive coverage to your policy before hurricane season begins on June 1.

  • St. Martinville City Council discusses Willis Canal cleaning project
  • ICI Applauds SEC Proposed Reforms to Registered Offerings
  • Wyndham owner settles lawsuits with insurance company
  • Mandela Barnes proposes blocking use of AI to boost consumer prices
  • WARREN STATEMENT ON CHAIRMAN BARNEY FRANK PASSING
More NEWSWIRES

INN Insider

The Access Arbitrage: Planet Ventures Inc. (CSE: PXI) (OTC: PNXPF) Bringing Private Space Exposure to Public Markets

Disseminated on behalf of Planet Ventures Inc. (CSE: PXI) (OTC: PNXPF) and may include paid advertising. The most compelling opportunities in transformative industries often emerge long before public market investors have access. By the time companies in sectors such as artificial intelligence, biotechnology, or aerospace reach major exchanges, much of the earliest value creation…

  • Insurance coverage falls in Kitsap after price rises for state plan
  • American International Group Accelerates Colombian Expansion, Boosts Dividend Appeal for Income‑Seekers
  • Trump Orders Fed to Review Crypto Access to U.S. Payment Rails
  • Eroding Affordable Care Act enrollment portends higher insurance rates
More INN Insider

Annuity News

Image shows the Ameritas logo

Ameritas settles with Navy vet in lawsuit over disputed annuity sale

Ameritas settled a lawsuit with a North Carolina couple over alleged improper annuity sales, court filings show. Read More

  • NAIC annuity guidance updates divide insurance and advisory groups
  • Retirement is increasingly defined by a secure income stream
  • Beyond the S&P 500: The case for RILA diversification
More Annuity News

Life Insurance News

The fiduciary standard for life insurance is here

Elevated standards of care in our industry are here to stay. Read More

  • Greg Lindberg asks NC judge for no jail time in bribery, fraud cases
  • AI emerges as the biggest risk for financial leaders in 2026
  • 5 steps to take before selling your firm
More Life Insurance News

Health/Employee Benefits News

NCOIL adopts Individual Coverage Health Reimbursement Arrangement Model Act

The model provides states with a framework to offer a nonrefundable tax credit to small businesses that are not required to pro... Read More

All about AHCCCS: Navigating Arizona Medicaid’s changing landscape

PHOENIX– In Arizona, there were just under 1.8 million recipients of AHCCCS– the Arizona Health Care Cost Containment System, o... Read More

A unique Oregon law allows it to block healthcare deals. The state hasn't used it.

OB-GYN services were ending at the clinic in Corvallis, a college town of 60,000 in Oregon's Willamette Valley. The doctor... Read More

  • UNM faculty union fights 13% health insurance hike
More Health/Employee Benefits News
inn-insider

Savers return to banks for yield

As interest rates rose and market swings rattled nerves, more savers moved cash back into bank accounts, drawn by higher yields... Read More

Judicial Warfare: The SEC’s Campaign Against the Digital Frontier

The SEC’s current stance marks a definitive end to the 'Wild West' era of digital finance. Under the leadership of Chair Gary G... Read More

Your HSA may be a ticking tax bomb for certain heirs. How to defuse it

Health savings accounts offer a triple tax advantage, but they can become a tax bomb for non-spouse heirs. Read More

  • Matthew Paul Larson Sells 16,250 Shares of Slide Insurance (NASDAQ:SLDE) Stock
More INN Insider News

Property and Casualty News

Porch Group Launches Insurance in Michigan

Porch Group, Inc., a new kind of homeowners insurance company, today announced that Homeowners of America has launched in Michi... Read More

Delaware on of 10 states where climate change Isn’t driving home insurance spikes | Insurify

Extreme weather, amplified by climate change, has raised insurer risks and insurance rates for U.S. homeowners, especially in t... Read More

AM Best to Participate at Casualty Actuarial Society’s Seminar on Reinsurance

AM Best will participate in a panel discussion at the Casualty Actuarial Society’ s Seminar on Reinsurance, which will take pla... Read More

  • OCTO and Pouch Insurance Partner to Power AI-Driven Per-Mile Commercial Auto Insurance for Gig Economy Fleets
More Property and Casualty News

Insurtech News

Insurers urged to temper expectations with AI pilots

The insurance industry deals with some specific challenges that can prevent AI pilots from taking off. Read More

  • Murphy said national discussion needed about profit in medical care
  • Binance says its AI systems stopped $10.5 billion in fraud since 2025 as crypto scam costs collapse
  • MARA Holdings Sells $1.5 Billion Bitcoin As It Pushes Into A.I. Data Centres
More Insurtech News

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Press Releases

  • JP Insurance Group Launches Commercial Property & Casualty Division; Appoints Joe Webster as Managing Director
  • Sequent Planning Recognized on USA TODAY’s Best Financial Advisory Firms 2026 List
  • Highland Capital Brokerage Acquires Premier Financial, Inc.
  • ePIC Services Company Joins wealth.com on Featured Panel at PEAK Brokerage Services’ SPARK! Event, Signaling a Shift in How Advisors Deliver Estate and Legacy Planning
  • Hexure Offers Real-Time Case Status Visibility and Enhanced Post-Issue Servicing in FireLight Through Expanded DTCC Partnership
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