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Private Wealth Daily

Plans & Sponsors

9 stories this week 90 in all, from the Retirement desk.

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Latest from Plans & Sponsors

Plans & Sponsors

WTW launches Via Retirement for DC plan participants

WTW's materials say its securities arm will act as an ERISA fiduciary on rollover recommendations tied to employer plans.

$4.7TWTW assets under advisement as of Aug. 4 · PLANADVISER

By the Retirement deskOct 26, 10:04 p.m. ET

13%Who puts money into HSAs: employees, employers, individualsDevenir 2026 Midyear HSA Research Report via PLANADVISER

Invested assets top half of HSA market for first time, Devenir finds

Investment-holding accounts made up 11% of HSAs, averaged $23,837 and held 59% of assets.

Oct 20

93%401(k) plans now rank level with healthcare among employer benefitsMorgan Stanley 2026 Retirement Plan Survey · via 401(k) Specialist

Morgan Stanley survey finds 93% of employers rank 401(k)s among employees' top five benefits

A third of plan sponsors now believe the DC plan is employees' single most valued on-the-job benefit, double the share in the 2024 survey.

Oct 20

Betterment adds mega-backdoor Roth to solo 401(k) plans

Advisers get automated tools to track contributions against annual limits; employer-sponsored plan support is planned.

Oct 20

More from Plans & Sponsors

Empower survey finds one in three Americans may have lost track of old 401(k)s

Oct 20

Empower: up to one in three workers may have lost track of old workplace savings

Oct 19

Gallagher 2026 report: 28% of employees see savings reaching retirement goals

Oct 16

MFS survey: regulatory change tops DC plan sponsor concerns

Oct 16

F&G, WTW surveys find delayed retirement and lower financial security

Oct 15

Cerulli: One-third of retirement plan participants had recordkeeper advice contact in past year

Oct 15

WTW study finds U.S. worker financial wellbeing down 10 percentage points since 2019

Oct 15

Voya selects UnqorkAI to add AI tooling to plan onboarding

Oct 13

Allspring study finds 70% of participants rank control above guaranteed income

Oct 13

70% of near-retirees trust their employer on plan design; 56% expect to move workplace savings at retirement

Oct 13

Gusto data show small-business retirement plan adoption reached 31% in 2026, up 64% since 2019

Oct 13

Vestwell survey: 85% of employees expect employer to offer retirement benefits

Oct 13