Weekday news and analysis for retirement plan advisers

Tuesday, December 16, 2025 Exclusives | Awards | Research | Events

Compliance Recordkeepers Prepare for 2026’s ‘Roth-Only’ Catch-Up While plan sponsors and payroll providers will likely take the first steps, recordkeepers face growing complexity as the new requirements unfold. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

NEPC’s Bill Ryan to Join Carlyle as Managing Director, Head of Retirement Solutions Ryan will assume the newly created role on January 5.

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

Alts in DC Lineups Gain Traction Among Plan Advisers One-quarter of defined contribution plan advisers are now likely to recommend alternative investments within defined contribution plan lineups, according to a report from Escalent.

Nominate a Retirement Plan Adviser of the Year! PLANADVISER needs your help in identifying this year’s best retirement plan advisers. There are six different award categories. The deadline for nominations is December 31, 2025.

2025 Employee Benefits Reporting Forms Unveiled by Federal Agencies New requirements impact discontinued multiemployer pension plans, variable annuity formula plans, and PBGC-covered single-employer plans that have been terminated.

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