Wednesday, June 25th, 2025 A topical newsletter from PLANADVISER Small Plans, MEPs and PEPs This week’s Spotlight covers the ways in which the industry is expanding retirement plan access to more Americans and supporting employers that previously may not have had a retirement plan.  SPONSORED AD Awards 2025 Retirement Plan Adviser of the Year: Closing the Coverage Gap - Micro/Startup Plans Get to know Phillip Senderowitz, Managing Director, Strategic Retirement Partners, the 2025 PLANADVISER Retirement Plan Adviser of the Year in the Closing the Coverage Gap – Micro/Startup Plans category. Awards 2025 Retirement Plan Adviser of the Year: Closing the Coverage Gap-MEPs/PEPs Get to know Russell Warye, Area Director, HUB Retirement and Private Wealth, the 2025 PLANADVISER Retirement Plan Adviser of the Year in the Closing the Coverage Gap – MEPs/PEPs category. Data & Research Employers With PEPs Have Higher Adviser and Plan Satisfaction The Standard study shows employers express a 40% increase in plan adviser satisfaction after joining a pooled employer plan. Data & Research Small Business Owners Show Resilience on Main Street U.S. small business owners report they are staying the course to endure inflation and labor pressures. Compliance American Worker Retirement Plan Act Reintroduced in House The bill would offer federally run retirement savings plans to low- and middle-income workers who lack access to an employee-sponsored plan. Data & Research Senator Cassidy Proposes Workplace Benefits for Independent Workers A white paper issued by the Senate HELP Committee Chair is meant to address the retirement readiness shortfalls for gig workers. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850