Weekday news and analysis for retirement plan advisers

Wednesday, December 03, 2025 Exclusives | Awards | Research | Events

Data & Research CITs Are ‘Ideal’ for Access to Private Markets, per Cerulli Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of sub-asset classes within collective investment trusts. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

U.S. Reps Introduce Bills on ERISA Litigation, Annuity Access The two bills aim to discourage unmeritorious ERISA lawsuits and expand in-service rollover options.

Today’s Most Read 1. Vestwell Acquires Accrue 401k, Adding 30,000 Plans 2. Wealthspire Names 9 Executives 3. Managed Accounts, TDFs or Both?

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.

Joint Amicus Brief Backs Dismissal of 401(k) Forfeiture Complaint Against Wells Fargo The ERISA Industry Committee and its coalition said that the IRS has consistently taken the position that forfeitures can be used to pay plan expenses.

2025 Top Retirement Plan Adviser: Erik Daley Thoughts from Erik Daley, with Multnomah Group.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. Cracking the Retirement Code: Income Replacement Rates Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement. Retirement at a Glance Stay up to date on capital markets and the retirement industry with our quick insights and information.

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