Special Coverage: 2025 Year in Review
This month’s special coverage series reviews impactful developments and growing trends from this year that are influencing the retirement plan advisory space.
IRIC Foresees Broader In-Plan Retirement Income Adoption in 2026
This year saw expanding selection of target-date funds, annuity marketplaces, systematic withdrawal programs and other...
Plaintiffs Drop Appeal of Home Deport ERISA Case
Market-Based Cash Balance Plans Increasingly Seen as Lifetime Income Solution
Survey Findings
Quality and consistency of sponsor support was among the Top 5 criteria advisers use in recordkeeper selection.
Source: 2025 PLANADVISER DCIO Survey
Mapping State Retirement Programs
Georgetown University’s Center for Retirement Initiatives provides a color-coded map of where U.S. state-led retirement programs stand today.
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Nuts & Bolts: Requests for Proposal
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Nuts & Bolts: Solo 401(k)s and SEP IRAs
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Upcoming
2026 Retirement Plan Adviser of the Year Awards
Nomination Period Open
PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. The deadline for nominations is December 31, 2025.
PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. The deadline for nominations is December 31, 2025.
Industry Intelligence
WHITE PAPER
2025 DC Retirement at a Glance
Stay up to date on capital markets and the retirement industry with quick insights and information from MFS®.
Sponsored by MFS Investment Management
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FIM Partners to Acquire Loomis Sayles Global EM Equities TeamAsset manager FIM Partners has agreed to acquire the...
Perennial Financial Services names chief growth officer; NFP appoints national practice leaders for retirement and...
Venable adds Jennifer Campbell to private wealth planning group; Lincoln Financial appoints John Morriss as...
Paychex introduces AI-driven notifications; Carefull provides security tools for Osaic; Morningstar allows Microsoft AI tools...
Syntax Data, PM Insights form data partnership to analyze private markets; WealthFeed and Proofpoint launch...
AE Wealth Management releases AE Private Exchange; Benegames launches MaxHSA; and CWAN introduces AI platform.
Wells Fargo adviser team joins Ameriprise Financial; 2 Chicago advisers join Cetera Financial; Cetera acquires...
LPL Financial takes minority ownership of Private Advisor Group; Beacon Pointe acquires Hemington Wealth Management;...
Wealthspire to acquire RoundAngle Advisors; OneDigital acquires Signature Wealth Management Group; Arete Wealth partners with...