2025 Top Retirement Plan Adviser: Jeremy Weith
Thoughts from Jeremy Weith, with HUB Retirement and Wealth Management.
News
Nationwide Annuity Names Kush Kotecha as President
Craig Hawley, the outgoing president, was promoted to lead Nationwide’s financial services division.
World Investment Advisors Names Edward Walters as President
Current CEO Troy Hammond, founder of the firm, will step down at the end of the year.
IRS Shares First Look at Revised ‘Saver’s Credit’ Form
The 2025 income limit for the tax credit for lower-income workers who save for retirement will increase slightly to $39,500...
Cognitive, Physical Decline Increase Financial Risk for Older Adults
An advisory firm with a client base with a median age of 65 has about 14% of its revenue controlled...
New York to Launch State Retirement Savings Program This Fall
Qualifying employers will have nine months to register in the New York State Secure Choice Savings Program, upload employee data...
Retirement Industry Deals and People Moves – 10/3/2025
Cetera names community leader of RIA Blueprint; Ashton Thomas names Doug Hagan as CIO; NFP adds 2 benefits vice presidents;...
Fiduciary Rules for ‘Trump Accounts’ Still Unsolved
Many logistical issues remain for the pilot program that will open $1,000 investment accounts for newborn U.S. citizens.
Product & Service Launches – 10/2/25
Voya Financial launches WealthPath platform; Broadridge partners with WealthFeed; Raymond James debuts 3 ETFs; and more.
Judge Faults American Airlines for ESG ‘Influence’ on 401(k) Plan
The airline was not required to pay monetary damages, as the judge said plaintiffs failed to establish monetary losses.
74% Report Difficulty Saving for Retirement, per Goldman Sachs
Living paycheck-to-paycheck is a reality for 42% of surveyed Generation X, Millennial and Generation Z workers.
PRT Case Against Bristol-Myers Squibb to Proceed
A judge ruled that plaintiffs showed enough evidence of alleged ERISA violations resulting from the company offloading pension obligations to...
How Will the Government Shutdown Impact the Market?
Most government shutdowns do not last long enough to have a major economic impact, but private sector employment data show...
Making Roth Real
How plan advisers are helping participants understand Roth contributions to retirement plans.
Cash Balance Plans Top $1T, per Ascensus
Companies with fewer than 10 employees own more than half of all cash balance plans, a group of retirement plans...
Availability of Contribution Options Across Plan Sizes
Adoption of Roth, after-tax and catch-up contribution options varies, sometimes dramatically, across plan sizes.
Advisers ‘Playing ‘Quarterback’ as IRS Changes Roth Rules
Defined contribution plan advisers and sponsors need effective teamwork as the Roth compliance deadline grows closer.
Advisory M&A News – 10/1/2025
RFG Advisory appoints Ed Swenson as president; former Personal Capital CEO Bill Harris launches RIA; Mid Penn Bancorp acquires Cumberland...
Abandoned 401(k) Accounts Double in Past Decade
‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.
USAA Appoints Rob Arena as Life Insurance President
Arena, who has more than 30 years’ experience in insurance and retirement management, will head the USAA Life Insurance Co.,...