Weekday news and analysis for retirement plan advisers

Tuesday, April 15, 2025 Exclusives | Awards | Research | Events

Data & Research Financial Firm Investment in Gen AI Surges, Cybersecurity Remains Priority A Broadridge survey found a leap in firms’ investment plans for generative AI technology. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Amid Some Confusion, Social Security Begins Use of New Anti-Fraud Measures Social Security will now conduct an anti-fraud check on all phone applications by analyzing “patterns and anomalies within a person’s account.”

Today’s Most Read 1. MEP Plan Participants Win in Jury Trial Against Pentegra 2. Concern About More Litigation Follows Supreme Court’s Cornell Decision 3. Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income

Private Credit Matures Into Mainstream Asset Among RIAs An AFA survey of professionals from U.S.-based RIA firms that research funds and/or select funds for client portfolios, found that half of firms are likely to increase their private credit holdings in 2025.

PLANSPONSOR Roadmap: Health Plan Fiduciary Duties The livestream for plan sponsors and advisers focusing on the Consolidated Appropriations Act provisions, and optimal ways to implement them, continues tomorrow! Register today for the two left in the series, and catch up on the sessions you’ve missed!

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