Weekday news and analysis for retirement plan advisers

Tuesday, November 18, 2025 Exclusives | Awards | Research | Events

Compliance Fidelity, Centene Face ERISA Suit for Excessive Fees, Misused Forfeitures Fidelity is accused of creating a conflict of interest by having its affiliates serve as trustee and investment advisers to the managed health care provider’s plan. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Great Gray Acquires flexPATH’s CIT Sub-Advisory Business Assets The move brings in-house some investment management services previously outsourced to flexPATH.

Today’s Most Read 1. Aging Population Will Lead to Great Wealth Transfer, Retirement Shifts 2. DOL Pursues Final Ruling to Strike Down Fiduciary Rule 3. More Women Enter Wealth Management but Underrepresentation Remains

Year-End Plan Adjustments Not Delayed by Late Contribution Limits While 2026 retirement plan contribution limits were delayed by weeks, it is business as usual for payroll providers and recordkeepers’ year-end processes.

Corporate Pension Funding Marks 7 Months of Momentum Higher price-to-earnings ratios and discount rates that remain greater than 5% suggest the hot streak may be easing, according to October Three.

Debt Increases in Q3 for 27% of Consumers Carrying Balances More than half of surveyed consumers said their credit card balances covered essential expenses, according to the Achieve Center for Consumer Insights.

2026 Retirement Plan Adviser of the Year Awards Nomination Period Open Nominations are now being accepted in six categories. The deadline for nominations is December 31, 2025.

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