Friday, December 19th, 2025 A topical newsletter from PLANADVISER 2025 Year in Review This month’s special coverage series reviews impactful developments and growing trends from this year that are influencing the retirement plan advisory space. In Practice Private Markets for DC Plans: Evolution or Revolution? Workers deserve diversified portfolios for their defined contribution plans, according to financial commentator Anne Lester, who identified adding private assets into 401(k) plans as a good first step. In Practice PE Drives Multiple Advisory M&A Records in 2025 Aging advisory firm owners are relying on mergers and acquisitions to determine the next phase of their practices. In Practice A New Age for PEPs Pooled employer plans have grown significantly over the last four years, as larger employers are increasingly drawn to the plans’ decreased governance, fiduciary burden and administrative costs. In Practice Nuts & Bolts: Where Advisers Can Start With AI Advisers can turn their reluctance to use artificial intelligence into self-assured exploration of time-saving tools. Compliance Preparing for 2026 ERISA Plan Compliance A calendar to help plan fiduciaries track important due dates for their retirement plans, given annual updates and changes. In Practice Getting Gen X Back on Track for Retirement As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second act’ in their careers. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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