Weekday news and analysis for retirement plan advisers

Wednesday, April 16, 2025 Exclusives | Awards | Research | Events

Data & Research Debt Delaying Retirement for Generation X, Baby Boomers An average of one in every three people needs credit cards to make ends meet—and many are maxed out, according to a recent survey. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

DOL Gets 60 More Days to Decide Next Steps in Fiduciary Rule Lawsuit The Department of Labor will have an additional 60 days, to June 16, 2025, to decide its next steps in litigation against the Biden-era Retirement Security Rule.

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

Todd Lacey Joins Financial Finesse As President He will lead the financial wellness platform’s development amid the growing demand for personalized coaching solutions.

Electronic Disclosure Bill Reintroduced in House Similar to a measure that passed the House last year, the Improving Disclosure for Investors Act prioritizes electronic delivery of SEC-required disclosures.

Industry Intel Roundup Featured White Paper PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. 2025 DC Retirement at a Glance Stay up to date on capital markets and the retirement industry with quick insights and information from MFS®. U.S. Rep Movement Report Rep Movement remained steady in 2024. Understand the key industry trends and how to reach advisers.

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