Weekday news and analysis for retirement plan advisers

Wednesday, December 10, 2025 Exclusives | Awards | Research | Events

Deals & People Wealthspire Names 9 Executives Among the new appointments joining the previously announced CEO and president are Mike Goss and Brad Long of Fiducient Advisors. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Growing Interest in Annuities Matches Sales Records LIMRA reported a new sales record of $120 billion in the year’s third quarter.

Today’s Most Read 1. What Should Fiduciaries Expect in Health Plan Service Fee Disclosures? 2. Could Greenland Annexation Threats Lead to US Treasurys Sell-Off? 3. Busting 5 Myths About Private Market Investments

EBRI: DC Plan Loans Correspond to Health Care Spending Health expenditures increased by at least 10% the same year in 51% of households in which a retirement plan participant took a plan loan.

2025 PLANADVISER Emerging Leaders: Eli Boussi Senior vice president of retirement solutions at Rockefeller Capital Management, Eli Boussi, talks about his role at the firm and how he contributes to its growth and progress.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership 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. Cracking the Retirement Code: Income Replacement Rates Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2026 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