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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Employee Benefit Research Institute

In network coverage since August 18, 2026 · 14 stories
Network coverage
The Wrap

68% of automatic rollover IRAs lost value in a year

An EBRI and PensionBee whitepaper estimates up to 13 million accounts holding as much as $43 billion, with $100 opening fees and $5 monthly maintenance.
Plans & Sponsors · Oct 22EBRI and PensionBee find 68% of automatic rollover IRAs lose value in a year
Tax & estate planning · Oct 21Treasury auto-opened Trump Accounts Oct. 1, 2026; parents must claim them
Practice management · Sep 23The fee case built on gross returns is the weakest one
The Wrap · Sep 18Equitable rents a glidepath as CITs take the target-date market
Plans & Sponsors · Sep 15EBRI finds student-loan borrowers in their 40s hold 45% less in 401(k)s
Policy & ERISA · Sep 15EBRI prices the unused student-loan match at $20.2 billion
Plans & Sponsors · Sep 15EBRI puts a $10 billion price on student loan debt
Practice management · Sep 4Record millionaire 401(k) count is a client-call list
Plans & Sponsors · Aug 20HSA balances hit a record. Most accountholders still hold cash.
Products & portfolios · Aug 19HSA balances hit a record; most owners still don't invest
Plans & Sponsors · Aug 19Average HSA balance hits record $5,532, and most is still cash
Plans & Sponsors · Aug 18A year in a virtual wellness benefit moves older workers toward retirement readiness
Plans & Sponsors · Aug 18Wellness engagement moves older savers to act on retirement planning
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