Weekday news and analysis for retirement plan advisers

Thursday, December 11, 2025 Exclusives | Awards | Research | Events

In Practice How Advisers Can Help Clients Deal With Financial Stressors Personalizing communication and reframing financial issues help advisers reach overwhelmed clients. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Managed Accounts, TDFs or Both? Participant engagement and fees are two major factors when considering qualified default investment alternatives.

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

NEPC Names Successor CEO, CIO Tim McCusker will take the reins from current CEO Michael Manning in January 2027.

Advisory M&A News – 12/10/2025 Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina firm joins Osaic; and more.

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