Special Coverage: Workforce Management and Succession Planning
This month’s special coverage examines best practices for managing advisory firms advisers, adopting workplace technology and preparing the next generation of leaders.
IRS Raises 401(k) Contribution Limit to $24,500; IRA Limit to $7,500
The raised limits take into account cost-of-living adjustments and impact pension plans and other retirement-related...
How DC Plans Can Close the ‘Guarantee Gap’
Employees Trust Advisers More When Provided by Employers
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
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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®.
Sponsored by MFS Investment Management
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Venable adds Jennifer Campbell to private wealth planning group; Lincoln Financial appoints John Morriss as...
Bluespring Wealth Partners adds 3 executives; Financial Planning Association appoints CEO; Envestnet names new CTO;...
Rothschild Wealth Partners names Sean Kelly as vice chair; Investment Company Institute elects new chair; Kestra Holdings expands its leadership team; and...
Advyzon furthers integration with Schwab Advisor Services; iPipeline launches AI-Powered ‘CHARLi’ foundation; and Cetera introduces...
Franklin Templeton expands ETF offerings; ISS STOXX unveils real asset climate solutions; Aberdeen Investment expands...
CAIS, LODAS Markets launch secondary marketplace for private funds; RightCapital releases product to streamline transition...
Alerus Financial expands relationship with Osaic’s institutional channel; Bluespring Wealth Partners acquires Signature Wealth; Mai...
Keaton & Sams enters partnership with Concurrent; Ascend joins Kestra Private Wealth Services’ platform; Gallagher...
Creative Planning acquires Financial Abundance; AlphaCore acquires SPC Financial; Prime Capital Financial adds tax advisory...