Weekday news and analysis for retirement plan advisers

Tuesday, December 02, 2025 Exclusives | Awards | Research | Events

In Practice Private Markets for DC Plans: Evolution or Revolution? Workers deserve diversified portfolios for their defined contribution plans, according to financial commentator Anne Lester, who identified adding private assets into 401(k) plans as a good first step. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Federal Appeal of DOL Fiduciary Rule Ends in Circuit Court The Department of Labor has ended its defense of a 2024 fiduciary rule that would have brought retirement investment advice under fiduciary obligation.

Today’s Most Read 1. Vestwell Acquires Accrue 401k, Adding 30,000 Plans 2. Market-Based Cash Balance Plans Increasingly Seen as Lifetime Income Solution 3. TIAA, Vanguard to Offer Target-Date Lifetime Income CIT Series

PE Drives Multiple Advisory M&A Records in 2025 Aging advisory firm owners are relying on mergers and acquisitions to determine the next phase of their practices.

TSP to Introduce Roth In-Plan Conversion Feature Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth accounts without leaving the plan, starting in January 2026.

2025 PLANADVISER Emerging Leaders: Derrick Bordeleau Emerging leader Derrick Bordeleau tells us how he defines success in his role at Creative Planning.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 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