Weekday news and analysis for retirement plan advisers

Monday, December 22, 2025 Exclusives | Awards | Research | Events

Opinions We’ve Reached the Tipping Point for 401(k) Retirement Plans Beau Adams, president of American Trust Retirement, believes the nature of advising will profoundly change as retirees shift their mindset from saving to withdrawing. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Getting Gen X Back on Track for Retirement As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second act’ in their careers.

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

We Need Your Nominations for Retirement Plan Adviser of the Year! PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. The final deadline for nominations is January 9, 2026.

Trump Signs $900B Defense Bill Limiting Investments in Chinese Tech The 2026 National Defense Authorization Act restricts US investors from investing in China’s military and strategic sectors.

Senate Approves Michael Selig to Head CFTC The new Commodity Futures Trading Commission chair was confirmed as lawmakers consider expanding the commission’s authority over cryptocurrencies.

Retirement Industry Deals and People Moves – 12/19/2025 NFP promotes Adam Favale to head of M&A; Fiduciary Trust International taps new wealth director; Domain Money Advisors appoints new vice president of business development.

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