Weekday news and analysis for retirement plan advisers

Thursday, April 17, 2025 Exclusives | Awards | Research | Events

The Markets Investors’ Bad Behavior Led to Sharp Underperformance in 2024 Equity fund investors missed the S&P 500 by a massive 848 basis points, while fixed-income investors underperformed by 232 basis points. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

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.

Today’s Most Read 1. Senate Bill Would Expand Retirement Plan Access to Younger Americans 2. C-Suite Prioritizes a Shift to Proactive Management 3. SEC Guidance Clarifies Insider Trading Rules for 401(k) Brokerage Windows

Plan Sponsors Remain Focused on Workforce Retirement Benefits Repositioning defined contribution plans as income programs could be the best path forward, according to a recent MetLife study.

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.

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