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Weekday news and analysis for retirement plan advisers
Tuesday, December 23, 2025
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Editor’s Note: Today we bring you videos from the 2025 PLANADVISER 360 Conference, held from November 2 to 5 in Scottsdale, Arizona. You can watch on-demand our conference panels and presentations featuring top industry experts!

Registration is open for the 2026 PLANADVISER 360 Conference in Orlando, Florida. Learn more.

— Edward Rueda, PLANADVISER Editor
Videos
AI: Moving From Aspiration to Reality
Jeff Cullen, CEO of Strategic Retirement Partners, says the time is now to implement the use of artificial intelligence in advisory practices.
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Private Markets in DC Plans: Past, Present, and Path Forwards
Anne Lester, member of the board of directors at Partners Group, discusses the evolution and future of private markets within defined contribution retirement plans.
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
Can the Convergence of Retirement and Wealth Management Truly Serve Participants?
Industry leaders debate the pros and cons of retirement and wealth management convergence and how to address the potential for conflicts of interest.
Managed Accounts vs. TDFs
Experts and top advisers weigh the pros and cons of managed accounts and target-date funds in defined contribution plan investment menus, including personalization and pricing.
Mapping the 401(k) Client Experience
Rebecca Hourihan, founder and chief marketing officer of 401(k) Marketing, explains how to cater your message to reach different generations of clients.
The Price Is Right: Correctly Pricing and Structuring Adviser Services
Are your fees too low, too high, or just in line with the industry? Top advisers consider legislation, changing client needs and industry consolidation.
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