| Recent News from around the Web |
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Trump announces new retirement plan at State of the Union
Axios
2/25/2026 12:00:00 AM
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How a Prominent Fund Manager Dodged 2026's Software Stock Rout
Morningstar
2/25/2026 12:00:00 AM
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Tariffs, 401(k)s, Shouting: Key Takeaways From Trump’s Speech
Bloomberg
2/24/2026 11:36:00 PM
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Trump announces 401(k) for all: 'We will match your contribution with up to $1,000 each year'
Fortune
2/24/2026 10:57:00 PM
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Trump announces 401(k) plans with $1,000 match for workers whose employers don't offer them
MarketWatch
2/24/2026 10:56:00 PM
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LPL finally stops (largely) Anthropic-fueled stock price skid by confirming 'something big' — with Anthropic — a new Morningstar report pounding the table to buy LPL shares didn't hurt
RIA Biz
2/24/2026 10:32:00 PM
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ESOPs Gained More than 1M Participants in a Decade, per DOL
Plan Sponsor
2/24/2026 9:00:00 PM
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Ex-Flying J Owner's 401(k) Offerings 'Inferior' Says Mass. Suit
Law360
2/24/2026 6:17:00 PM
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Employees Link Retirement Plan Accessibility as Top Reason for Participating
401k Specialist
2/24/2026 6:00:00 PM
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How the SEC's corporate disclosure system works — and why Atkins wants to overhaul it
Pensions & Investments
2/24/2026 4:09:00 PM
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Geller's former top gatekeeper Jonathan Barbato lands at $400m multi-family office
citywire
2/24/2026 4:00:00 PM
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Target-Date Assets Broke $5T in 2025
Plan Sponsor
2/24/2026 4:00:00 PM
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DOL Proposes Required Annual Paper Statements for Retirement Plans
Plan Sponsor
2/24/2026 4:00:00 PM
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IRS Delays Required Minimum Distribution Rules
Plan Sponsor
2/24/2026 4:00:00 PM
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LPL ducks cash sweep penalty from SEC
InvestmentNews
2/24/2026 4:00:00 PM
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Michigan makes its first, albeit small, offering of private markets investments in its DC plans
Pensions & Investments
2/24/2026 3:17:00 PM
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Goldman Sachs building long-short SMA platform for RIAs: Sources
citywire
2/24/2026 3:00:00 PM
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Morningstar downgrades $930m John Hancock fund
citywire
2/24/2026 3:00:00 PM
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Orion Expands AI Work With Anthropic
ThinkAdvisor [Investment Advisor]
2/24/2026 2:35:00 PM
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TIAA, Nuveen Reach 1,000-Employer Milestone with Lifetime Income TDFs
401k Specialist
2/24/2026 2:00:00 PM
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LPL, Anthropic Expand Relationship on AI Integrations
Wealth Management
2/24/2026 2:00:00 PM
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SEC drops LPL Financial cash sweep probe
citywire
2/24/2026 2:00:00 PM
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UBS promotes Golia to lead wealth management advisers in US
Reuters
2/24/2026 1:20:00 PM
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AI Can Manage Your Mutual Fund
Bloomberg
2/24/2026 1:02:00 PM
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RBC on the hunt for new gatekeeper
citywire
2/24/2026 1:00:00 PM
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Northern Funds drops MFS for Cohen & Steers on real estate fund
citywire
2/24/2026 1:00:00 PM
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Bill Gross 'staying away' from Elite 8, favors steady income plays
Seeking Alpha
2/24/2026 12:01:00 PM
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Fund Files: iShares readies 'flexible' equity ETF; WisdomTree to trade tokenized fund 24/7
citywire
2/24/2026 12:00:00 PM
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Carta Launches 401(k) Platform Using Morgan Stanley Consulting and Vestwell Technology
401k Specialist
2/24/2026 12:00:00 PM
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21% Rise in 2025 Tip Target Date Assets Past $5 Trillion Mark
401k Specialist
2/24/2026 12:00:00 PM
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IRS Issues Another RMD Rule Deadline Delay
ThinkAdvisor [Investment Advisor]
2/24/2026 10:41:00 AM
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Many 401(k)s Would Send Yearly Paper Statements in Proposal
Bloomberg
2/24/2026 9:05:00 AM
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TSP Bill Seeks to Prevent Fund from Investing in China
401k Specialist
2/24/2026 9:00:00 AM
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US SEC to give probe subjects more notice as it updates enforcement manual
Reuters
2/24/2026 8:56:00 AM
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WisdomTree launches 24/7 trading instant settlement for WTGXX fund
Seeking Alpha
2/24/2026 8:42:00 AM
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Preparing for Our System Upgrade: Important Information for Members
NapaNet
2/24/2026 8:30:00 AM
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Talking Points: Managed Accounts — It's Not (Just) the Allocation
NapaNet
2/24/2026 8:30:00 AM
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Administration Eyes Trump Account Expansion Ahead of SOTU: Report
NapaNet
2/24/2026 8:30:00 AM
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What is Required When Executing a Salary-Reduction Agreement?
Plan Sponsor
2/24/2026 8:00:00 AM
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How Semiliquid Managers Can Hide Fees
Morningstar
2/24/2026 8:00:00 AM
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US retail investors fuel surge in leveraged ETF trading, study shows
Reuters
2/24/2026 12:07:00 AM
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DFA finally hits $1-trillion in AUM after a reality check trumped 'financial science' and the venerable factor fund shop embraced ETFs, lower fees and a broader market
RIA Biz
2/23/2026 9:44:00 PM
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SEC's Atkins Touts Plan for Digital Delivery of Fund Documents
Bloomberg
2/23/2026 7:20:00 PM
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ESOP Participation Up 8% in Past Decade as DOL Expands Employee Ownership Push
401k Specialist
2/23/2026 6:30:00 PM
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Corient pulls out of AlTi Global acquisition talks: Sources
citywire
2/23/2026 6:00:00 PM
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Utah Senate Signs Off on Retirement Plan Exchange Bill
401k Specialist
2/23/2026 6:00:00 PM
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It's Beginning to Look a Lot Like the Dot-Com Bubble: Bob Doll
ThinkAdvisor [Investment Advisor]
2/23/2026 5:11:00 PM
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ETFs Pull In $26B as RSP & EWJ Shine
ETF.com
2/23/2026 5:00:00 PM
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Fidelity: Top 20 Acquirers Losing M&A Market Share
Wealth Management
2/23/2026 4:00:00 PM
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Stifel Hit With 401(k) Investment Mismanagement Complaint
Plan Sponsor
2/23/2026 4:00:00 PM
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