Market Insights

Researchers found that although concerns about conflict with China disrupting U.S. drug supply chains are valid, the nature of the exposure often is misrepresented, risking ineffective policy responses.

Nearly half (43%) of workers said they needed more education on how to use AI effectively.

“Our industry lacks accountability when it comes to performance,” says Zach Allen, CFA, Chief Investment Officer at PCI and President of RetireAdvisers.

The majority of Gen Xers (68%) and millennials (61%) say “feeling valued and recognized for contributions” is the leading factor driving their engagement.

It is crucial for plan sponsors to think ahead and familiarize themselves with new provisions coming in 2026, including higher catch-up contributions, big changes to required minimum distributions and changes for annuities.

Plan sponsors, advisors and service providers have worked to implement a multitude of SECURE 2.0 provisions in the last few years; however, they still need to conquer at least two significant provisions surrounding catch-up contributions.