Special Coverage: Artificial Intelligence
As artificial intelligence continues to disrupt the retirement advisory space, firms are integrating AI-driven information and navigating technological, ethical and practical concerns.
Census Data Shows Severe Lack of Retirement Savings Among Employees
Even U.S. workers with access to retirement plans reported a median amount of $955 in savings in those plans, according to an analysis of Census Bureau data.
Form 5500 Filing Simplification Act Introduced in House
ERISA Settlements Provided $68 per Plaintiff in 2025
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Survey Findings
Quality and consistency of sponsor support was among the Top 5 criteria advisers use in recordkeeper selection.
Source: 2025 PLANADVISER DCIO Survey
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Deadline for applications is February 20.
PLANADVISER is looking for the best retirement plan advisers, based on stats like number of plans and plan assets under advisement. Winners will be honored at our annual awards event in May!
PLANADVISER is looking for the best retirement plan advisers, based on stats like number of plans and plan assets under advisement. Winners will be honored at our annual awards event in May!
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2025 DC Retirement at a Glance
Stay up to date on capital markets and the retirement industry with quick insights and information from MFS®.
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Prizm, Holistiplan partner on 1-click insurance reviews for advisers; BlackRock, Partners Group launch private markets...
TIAA launches multi-year guaranteed annuity; Franklin Templeton debuts emerging markets debt ETF; Trump Media announces...
Osaic partners with ActiFi, Greene Consulting to expand adviser education; CeriFi, Wake Forest University launch small...
In Practice
Prudential Rolls Out AI, Data-Based Enhancements for Adviser Program
OneDigital Adds Alts to Personalized Portfolios for DC Plans
Russell Investments, ICI Join BlackRock, Charles Schwab Among Those Announcing Trump Account Contribution Plans
The Evolution of Quarterly Investment Committee Meetings
Cetera acquires $1.9B Louisiana firm; Bluespring Wealth Partners, Coghill Investment Strategies announce partnership; Mission Wealth...
Prime Capital acquires Bradshaw Rogers Financial Partners; Modern Wealth adds $300M New York team; Choreo...
Creative Planning makes first international RIA acquisition; $120M LPL Financial group joins Ameriprise; Cerity Partners...