Weekday news and analysis for retirement plan advisers

Monday, December 15, 2025 Exclusives | Awards | Research | Events

Compliance White House Executive Order Accuses Major Proxy Advisers of ‘Political Agendas’ President Donald Trump specifically criticized Institutional Shareholder Services and Glass Lewis and directed the SEC and DOL to potentially revise regulations related to proxy advisers. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

IRS Posts Rules for HSAs in ACA Bronze, Catastrophic Plans New tax benefits include the ability to use health savings account funds tax-free for periodic direct primary care fees.

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

Nuts & Bolts: How Advisers Can Make the Most of NQDC Plans Nonqualified deferred compensation plans have gained interest, with 59% of sponsors in an NFP survey saying they deliver greater impact than other executive benefits.

DOL Weighs Amicus Brief in Lockheed Martin PRT Case Lockheed Martin is likely to get the Department of Labor’s support in regards to the legality of a pension risk transfer challenged by retirees.

Q3 Had Record Sales of PRT Buy-In Products LIMRA found that single-premium pension risk transfer buy-in sales more than tripled to $4.3 billion in the third quarter of 2025.

Retirement Industry Deals and People Moves – 12/12/2025 Zocks appoints AI education leader; Callodine Group hires head of intermediary distribution; NFP promotes Caleb Noel to chief financial officer; and more.

Watch PLANADVISER 360 On-Demand! Check out video highlights from an engaging three days in Arizona.

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