Trendspotting
Talking Points
Concerns and trends among retirement plan advisers and participants
Reported by PA
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Allianz Life Survey Reveals Financial Stress but Optimism for 2025 Among Americans
Ten percent of respondents cited not seeking professional financial advice as one of their worst habits.

Principal’s Houston Says Recordkeepers Must Go Beyond Scale, Innovate to Expand Services
The head of the recordkeeper, asset manager and insurer foresees further consolidation, with winners innovating for advisers and participant services.

Increased Share of Workers Credit Employers for Efforts to Reduce Financial Stress
A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.