Weekday news and analysis for retirement plan advisers

Thursday, December 04, 2025 Exclusives | Awards | Research | Events

In Practice A New Age for PEPs Pooled employer plans have grown significantly over the last four years, as larger employers are increasingly drawn to the plans’ decreased governance, fiduciary burden and administrative costs. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

TIAA, Vanguard to Offer Target-Date Lifetime Income CIT Series The product embeds the TIAA Secure Income Account, a fixed annuity, in a target-date fund.

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

House Committee Advances Bipartisan ‘INVEST’ Act The 64-page bill proposes a new certification exam for ‘accredited investors’ and would allow 403(b) plans to invest in the same products as 401(k) plans.

ERISA Lawsuits Spark Partisan House Committee Debate House Republicans’ remarks on ‘predatory’ prohibited transaction claims came shortly after SEC Chairman Paul Atkins pushed for deregulation at the New York Stock Exchange.

Advisory M&A News – 12/3/2025 Creative Planning adds Burt Wealth Advisors; Sequoia Financial Group expands in California with Sterling Financial Group; Waverly Advisors buys business lines from Promus Holdings; and more.

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