3+ day, 12+ hour ago   (934+ words) Edelman launches integrated plan service for small, midsize employees; Income Lab offers withdrawal optimizer; Orion expands Advisor Trading platform; and more. Edelman Financial Engines LLC launched Edelman Financial Engines Retirement & Employee Planning Solutions, an integrated workplace retirement solution for small…...

1+ week, 2+ day ago   (90+ words) planadviser Health benefit costs for employers are estimated to increase 8.2% in 2027, according to Marsh Inc.’s 2026 National Survey of Employer-Sponsored Health Plans. It will be the fifth consecutive year they have risen and the highest annual jump since 2003, when Marsh…...

2+ week, 2+ day ago   (185+ words) Recognizing the next generation of leaders in the retirement plan advisory industry. Anyone working with a person who has Emerging Leader qualities may nominate that person, and self-nomination is allowed. If a nomination comes from a colleague besides the firm’s…...

2+ week, 2+ day ago   (328+ words) The state-facilitated retirement program is expected to launch next July. The governing board of Washington Saves, Washington’s state-facilitated individual retirement account program, issued this week a request for proposals seeking a program administration provider, as well as a request for…...

2+ week, 4+ day ago   (493+ words) Recent reports credit catastrophic claims, specialty drugs and chronic medical conditions for the heightened figures. Record healthcare costs are already here, and employers expect them to skyrocket even further due to the costs of catastrophic claims and specialty drugs, according…...

3+ week, 3+ day ago   (427+ words) Finny AI Inc., an artificial-intelligence-powered prospecting and marketing platform built exclusively for financial advisers, introduced “Pay-as-You-Grow,” an outcome-based fee model. Advisers get unlimited access to the platform for $50 per month, plus a small percentage of assets brought under management facilitated…...